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 4,061 shares of SHV stock, worth $447,887. This represents 0.17% of its overall portfolio holdings.

Number of Shares
4,061
Previous 4,135 1.79%
Holding current value
$447,887
Previous $457 Million 2.09%
% of portfolio
0.17%
Previous 0.17%

Shares

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

Jan 21, 2026
SELL
$110.15 - $110.49 $8,151 - $8,176
-74 Reduced 1.79%
4,061 $447 Million
Q3 2025

Oct 20, 2025
SELL
$110.06 - $110.49 $11,116 - $11,159
-101 Reduced 2.38%
4,135 $457 Million
Q2 2025

Jul 15, 2025
SELL
$110.06 - $110.46 $330 - $331
-3 Reduced 0.07%
4,236 $468 Million
Q1 2025

Apr 28, 2025
SELL
$110.11 - $110.51 $205,685 - $206,432
-1,868 Reduced 30.59%
4,239 $468 Million
Q4 2024

Feb 05, 2025
BUY
$109.92 - $110.57 $671,281 - $675,250
6,107 New
6,107 $672 Million
Q2 2024

Aug 28, 2024
BUY
$110.04 - $110.51 $1.46 Million - $1.47 Million
13,263 New
13,263 $1.47 Billion

Others Institutions Holding SHV

# of Institutions
780
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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