Heritage Oak Wealth Advisors LLC Ishares Tr Transaction History

Heritage Oak Wealth Advisors LLC

  • $213 Billion
  • Q4 2024

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 63,426 shares of HYG stock, worth $5.02 Million. This represents 2.34% of its overall portfolio holdings.

Number of Shares
63,426
Holding current value
$5.02 Million
% of portfolio
2.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,162
Shares Held
219M
Call Options Held
95.9M
Put Options Held
310M
View Full List

About ISHARES TR

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