Heritage Oak Wealth Advisors LLC Ishares Tr Transaction History

Heritage Oak Wealth Advisors LLC

$213 Billion
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 23, 2024	BUY	$125.77 - $139.59 $1.14 Million - $1.27 Million	9,097 New	9,097 $1.27 Billion

Others Institutions Holding IYY

# of Institutions

280

Shares Held

3.91M

Call Options Held

5.6K

Put Options Held

100

Morgan Stanley New York, NY

472K
Shares

$60.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

302K
Shares

$38.7 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

162K
Shares

$20.8 Million
0.02% of portfolio
Savant Capital, LLC

161K
Shares

$20.7 Million
0.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

149K
Shares

$19.2 Million
0.01% of portfolio

About ISHARES TR

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