Heritage Oak Wealth Advisors LLC Ishares Tr Transaction History

Heritage Oak Wealth Advisors LLC

  • $271 Billion
  • Q4 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 5,181 shares of IYH stock, worth $330,910. This represents 0.12% of its overall portfolio holdings.

Number of Shares
5,181
Holding current value
$330,910
% of portfolio
0.12%

Shares

1 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 21, 2026
BUY
$59.84 - $64.29 $310,031 - $333,086
5,181 New
5,181 $337 Million

Others Institutions Holding IYH

# of Institutions
561
Shares Held
23.9M
Call Options Held
5.5K
Put Options Held
4.4K
View Full List

About ISHARES TR

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