Heritage Oak Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History
Heritage Oak Wealth Advisors LLC
- $213 Billion
- Q4 2024
A detailed history of Heritage Oak Wealth Advisors LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Heritage Oak Wealth Advisors LLC holds 2,040 shares of IVV stock, worth $1.24 Million. This represents 0.56% of its overall portfolio holdings.
Number of Shares
2,040Holding current value
$1.24 Million% of portfolio
0.56%Shares
1 transactions
Others Institutions Holding IVV
# of Institutions
3,705Shares Held
726MCall Options Held
1.47MPut Options Held
1.17M-
Black Rock Inc. New York, NY66.4MShares$40.3 Billion0.84% of portfolio
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Envestnet Asset Management Inc33.5MShares$20.3 Billion6.55% of portfolio
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Northwestern Mutual Wealth Management CO30.5MShares$18.5 Billion15.25% of portfolio
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Bank Of America Corp Charlotte, NC25.2MShares$15.3 Billion1.23% of portfolio
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Morgan Stanley New York, NY24.9MShares$15.1 Billion1.06% of portfolio