Oak Family Advisors, LLC Ishares Tr Transaction History
Oak Family Advisors, LLC
- $284 Million
- Q1 2025
A detailed history of Oak Family Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Oak Family Advisors, LLC holds 20,229 shares of IBDV stock, worth $442,408. This represents 0.15% of its overall portfolio holdings.
Number of Shares
20,229
Previous 137,605
85.3%
Holding current value
$442,408
Previous $2.94 Million
85.06%
% of portfolio
0.15%
Previous 1.09%
Shares
6 transactions
Others Institutions Holding IBDV
# of Institutions
233Shares Held
68.3MCall Options Held
0Put Options Held
0-
Aptus Capital Advisors, LLC4.88MShares$107 Million1.18% of portfolio
-
Bank Of America Corp Charlotte, NC4.54MShares$99.3 Million0.01% of portfolio
-
Capital Investment Advisors, LLC3.15MShares$68.9 Million1.38% of portfolio
-
Capital Advisors Inc2.68MShares$58.5 Million1.18% of portfolio
-
Raymond James Financial Inc St. Petersburg, FL2.62MShares$57.3 Million0.02% of portfolio