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 6,107 shares of SHV stock, worth $674,212. This represents 0.32% of its overall portfolio holdings.

Number of Shares
6,107
Holding current value
$674,212
% of portfolio
0.32%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 05, 2025
BUY
$109.92 - $110.57 $671,281 - $675,250
6,107 New
6,107 $672 Million
Q2 2024

Aug 28, 2024
BUY
$110.04 - $110.51 $1.46 Million - $1.47 Million
13,263 New
13,263 $1.47 Billion

Others Institutions Holding SHV

# of Institutions
773
Shares Held
94.6M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

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