Heritage Oak Wealth Advisors LLC Ishares Biotechnology ETF Transaction History
Heritage Oak Wealth Advisors LLC
- $271 Billion
- Q4 2025
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 4,261 shares of IBB stock, worth $699,613. This represents 0.27% of its overall portfolio holdings.
Number of Shares
4,261Holding current value
$699,613% of portfolio
0.27%Shares
1 transactions
Others Institutions Holding IBB
# of Institutions
988Shares Held
32.1MCall Options Held
3.52MPut Options Held
2.74M-
Bank Of America Corp Charlotte, NC5.89MShares$968 Million0.06% of portfolio
-
Citigroup Inc3.72MShares$611 Million0.25% of portfolio
-
Morgan Stanley New York, NY3.13MShares$513 Million0.03% of portfolio
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Goldman Sachs Group Inc New York, NY2.55MShares$418 Million0.05% of portfolio
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Ubs Group Ag1.09MShares$179 Million0.03% of portfolio