Sky Oak Wealth, LLC Ishares Trust Ishares 1 5 Year Transaction History

Sky Oak Wealth, LLC

$427 Million
Q2 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 16,498 shares of IGSB stock, worth $859,545. This represents 0.2% of its overall portfolio holdings.

Number of Shares

16,498

Previous 19,054 13.41%

Holding current value

$859,545

Previous $977,000 13.51%

% of portfolio

0.2%

Previous 0.23%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	SELL	$50.64 - $51.3 $129,435 - $131,122	-2,556 Reduced 13.41%	16,498 $845,000
Q1 2024 Apr 29, 2024	BUY	$50.95 - $51.48 $38,416 - $38,815	754 Added 4.12%	19,054 $977,000
Q4 2023 Jan 12, 2024	SELL	$49.4 - $51.28 $87,438 - $90,765	-1,770 Reduced 8.82%	18,300 $938,000
Q3 2023 Oct 24, 2023	SELL	$49.74 - $50.37 $95,600 - $96,811	-1,922 Reduced 8.74%	20,070 $1 Million
Q2 2023 Jul 20, 2023	BUY	$50.02 - $50.76 $42,216 - $42,841	844 Added 3.99%	21,992 $1.1 Million
Q1 2023 May 02, 2023	SELL	$49.56 - $50.75 $39,400 - $40,346	-795 Reduced 3.62%	21,148 $1.07 Million
Q4 2022 Jan 26, 2023	SELL	$48.63 - $50.19 $23,391 - $24,141	-481 Reduced 2.15%	21,943 $0
Q3 2022 Oct 25, 2022	SELL	$49.08 - $51.27 $57,619 - $60,190	-1,174 Reduced 4.97%	22,424 $1.11 Million
Q1 2022 Apr 18, 2022	SELL	$51.49 - $53.86 $63,281 - $66,193	-1,229 Reduced 4.95%	23,598 $1.22 Million
Q4 2021 Jan 24, 2022	SELL	$53.82 - $54.66 $45,477 - $46,187	-845 Reduced 3.29%	24,827 $1.34 Million
Q3 2021 Oct 21, 2021	SELL	$54.6 - $54.92 $96,205 - $96,769	-1,762 Reduced 6.42%	25,672 $1.4 Million
Q1 2021 Apr 29, 2021	SELL	$54.5 - $55.17 $72,921 - $73,817	-1,338 Reduced 4.65%	27,434 $1.5 Million
Q4 2020 Feb 02, 2021	SELL	$54.79 - $55.17 $84,924 - $85,513	-1,550 Reduced 5.11%	28,772 $1.59 Million
Q3 2020 Nov 03, 2020	SELL	$54.69 - $55.09 $235,440 - $237,162	-4,305 Reduced 12.43%	30,322 $1.67 Million
Q2 2020 Aug 10, 2020	BUY	$51.96 - $54.73 $123,560 - $130,147	2,378 Added 7.37%	34,627 $1.89 Million
Q1 2020 May 04, 2020	SELL	$47.21 - $54.5 $15,626 - $18,039	-331 Reduced 1.02%	32,249 $1.69 Million
Q4 2019 Feb 04, 2020	BUY	$53.49 - $53.82 $1.74 Million - $1.75 Million	32,580 New	32,580 $1.75 Million

Others Institutions Holding IGSB

# of Institutions

961

Shares Held

311M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Sky Oak Wealth, LLC Ishares Trust Ishares 1 5 Year Transaction History