Sky Oak Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History

Sky Oak Wealth, LLC

  • $427 Million
  • Q2 2024

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 1,276 shares of IWB stock, worth $407,044. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,276
Previous 1,831 30.31%
Holding current value
$407,044
Previous $527,000 28.08%
% of portfolio
0.09%
Previous 0.13%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
SELL
$272.21 - $298.72 $151,076 - $165,789
-555 Reduced 30.31%
1,276 $379,000
Q4 2023

Jan 12, 2024
SELL
$225.16 - $263.17 $53,813 - $62,897
-239 Reduced 11.55%
1,831 $480,000
Q3 2023

Oct 24, 2023
BUY
$234.05 - $252.17 $132,238 - $142,476
565 Added 37.54%
2,070 $486,000
Q1 2023

May 02, 2023
SELL
$208.78 - $230.55 $5,219 - $5,763
-25 Reduced 1.63%
1,505 $338,000
Q3 2022

Oct 25, 2022
BUY
$197.33 - $237.63 $9,274 - $11,168
47 Added 3.17%
1,530 $302,000
Q2 2022

Jul 26, 2022
BUY
$201.03 - $253.2 $11,659 - $14,685
58 Added 4.07%
1,483 $308,000
Q3 2021

Oct 21, 2021
SELL
$239.32 - $255.42 $1,196 - $1,277
-5 Reduced 0.35%
1,425 $344,000
Q1 2021

Apr 29, 2021
SELL
$208.89 - $225.24 $27,573 - $29,731
-132 Reduced 8.45%
1,430 $338,000
Q4 2020

Feb 02, 2021
SELL
$182.85 - $211.84 $17,553 - $20,336
-96 Reduced 5.79%
1,562 $331,000
Q2 2020

Aug 10, 2020
BUY
$135.3 - $179.75 $5,141 - $6,830
38 Added 2.35%
1,658 $285,000
Q1 2020

May 04, 2020
SELL
$122.99 - $188.06 $122 - $188
-1 Reduced 0.06%
1,620 $229,000
Q4 2019

Feb 04, 2020
BUY
$159.7 - $178.97 $258,873 - $290,110
1,621 New
1,621 $289,000

Others Institutions Holding IWB

# of Institutions
1,355
Shares Held
93M
Call Options Held
56.9K
Put Options Held
46.1K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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