Heritage Oak Wealth Advisors LLC Ishares Core S&P 500 ETF Transaction History

Heritage Oak Wealth Advisors LLC

  • $275 Billion
  • Q3 2025

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 628 shares of IVV stock, worth $424,094. This represents 0.15% of its overall portfolio holdings.

Number of Shares
628
Previous 544 15.44%
Holding current value
$424,094
Previous $338 Million 24.44%
% of portfolio
0.15%
Previous 0.13%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 20, 2025
BUY
$620.67 - $670.08 $52,136 - $56,286
84 Added 15.44%
628 $420 Million
Q2 2025

Jul 15, 2025
BUY
$498.8 - $620.9 $271,347 - $337,769
544 New
544 $338 Million
Q4 2024

Feb 05, 2025
BUY
$570.51 - $610.59 $1.16 Million - $1.25 Million
2,040 New
2,040 $1.2 Billion

Others Institutions Holding IVV

# of Institutions
4,137
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

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