Sky Oak Wealth, LLC Ishares S&P 500 Growth ETF Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 6,443 shares of IVW stock, worth $684,633. This represents 0.14% of its overall portfolio holdings.

Number of Shares

6,443

Previous 6,595 2.3%

Holding current value

$684,633

Previous $631,000 3.65%

% of portfolio

0.14%

Previous 0.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	SELL	$94.43 - $105.47 $14,353 - $16,031	-152 Reduced 2.3%	6,443 $654,000
Q3 2024 Nov 04, 2024	SELL	$84.77 - $97.13 $10,087 - $11,558	-119 Reduced 1.77%	6,595 $631,000
Q2 2024 Aug 12, 2024	BUY	$79.31 - $93.31 $289,481 - $340,581	3,650 Added 119.13%	6,714 $621,000
Q3 2023 Oct 24, 2023	BUY	$68.05 - $72.66 $3,266 - $3,487	48 Added 1.59%	3,064 $209,000
Q2 2023 Jul 20, 2023	BUY	$63.21 - $70.48 $190,641 - $212,567	3,016 New	3,016 $212,000
Q2 2022 Jul 26, 2022	SELL	$58.13 - $77.8 $176,250 - $235,889	-3,032 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	$73.18 - $84.81 $731 - $848	-10 Reduced 0.33%	3,032 $254,000
Q3 2021 Oct 21, 2021	BUY	$72.99 - $79.0 $3,941 - $4,266	54 Added 1.81%	3,042 $225,000
Q2 2021 Jul 19, 2021	BUY	$65.96 - $72.81 $4,617 - $5,096	70 Added 2.4%	2,988 $217,000
Q1 2021 Apr 29, 2021	BUY	$61.43 - $67.25 $179,252 - $196,235	2,918 New	2,918 $204,000

Others Institutions Holding IVW

# of Institutions

1,872

Shares Held

416M

Call Options Held

355K

Put Options Held

483K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Account

Sky Oak Wealth, LLC Ishares S&P 500 Growth ETF Transaction History