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 3,463 shares of MBB stock, worth $329,227. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,463
Previous 2,569 34.8%
Holding current value
$329,227
Previous $244 Million 34.9%
% of portfolio
0.12%
Previous 0.09%

Shares

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

Jan 21, 2026
BUY
$94.9 - $96.23 $84,840 - $86,029
894 Added 34.8%
3,463 $330 Million
Q3 2025

Oct 20, 2025
SELL
$92.46 - $95.73 $53,996 - $55,906
-584 Reduced 18.52%
2,569 $244 Million
Q2 2025

Jul 15, 2025
SELL
$91.41 - $94.22 $43,693 - $45,037
-478 Reduced 13.16%
3,153 $296 Million
Q1 2025

Apr 28, 2025
SELL
$90.37 - $94.08 $31,539 - $32,833
-349 Reduced 8.77%
3,631 $341 Million
Q4 2024

Feb 05, 2025
BUY
$91.26 - $95.82 $363,214 - $381,363
3,980 New
3,980 $365 Million
Q2 2024

Aug 28, 2024
BUY
$89.41 - $92.64 $358,891 - $371,856
4,014 New
4,014 $369 Million

Others Institutions Holding MBB

# of Institutions
1,094
Shares Held
397M
Call Options Held
130K
Put Options Held
272K
View Full List

About ISHARES TR

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