Heritage Oak Wealth Advisors LLC Ishares Tr Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Tr stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 14,529 shares of HYG stock, worth $1.17 Million. This represents 0.43% of its overall portfolio holdings.

Number of Shares
14,529
Previous 65,627 77.86%
Holding current value
$1.17 Million
Previous $5.29 Billion 77.71%
% of portfolio
0.43%
Previous 2.04%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
SELL
$79.85 - $81.32 $4.08 Million - $4.16 Million
-51,098 Reduced 77.86%
14,529 $1.18 Billion
Q2 2025

Jul 15, 2025
BUY
$75.75 - $80.65 $46,207 - $49,196
610 Added 0.94%
65,627 $5.29 Billion
Q1 2025

Apr 28, 2025
BUY
$78.51 - $80.11 $124,909 - $127,455
1,591 Added 2.51%
65,017 $5.13 Billion
Q4 2024

Feb 05, 2025
BUY
$78.09 - $80.04 $4.95 Million - $5.08 Million
63,426 New
63,426 $4.99 Billion
Q2 2024

Aug 28, 2024
BUY
$75.68 - $77.45 $4.95 Million - $5.07 Million
65,473 New
65,473 $5.05 Billion

Others Institutions Holding HYG

# of Institutions
1,190
Shares Held
263M
Call Options Held
80.6M
Put Options Held
492M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
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