Sky Oak Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History
Sky Oak Wealth, LLC
- $525 Million
- Q3 2025
A detailed history of Sky Oak Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 1,152 shares of IWB stock, worth $423,797. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,152
Previous 1,153
0.09%
Holding current value
$423,797
Previous $391,000
7.67%
% of portfolio
0.08%
Previous 0.08%
Shares
16 transactions
Others Institutions Holding IWB
# of Institutions
1,623Shares Held
98.5MCall Options Held
65.9KPut Options Held
60.7K-
Jones Financial Companies Lllp11.3MShares$4.14 Billion2.82% of portfolio
-
Bank Of America Corp Charlotte, NC4.41MShares$1.62 Billion0.11% of portfolio
-
Envestnet Asset Management Inc4.18MShares$1.54 Billion0.47% of portfolio
-
Morgan Stanley New York, NY3MShares$1.1 Billion0.07% of portfolio
-
M&T Bank Corp2.83MShares$1.04 Billion3.58% of portfolio