Sky Oak Wealth, LLC Ishares Russell2000 Val ETF Transaction History
Sky Oak Wealth, LLC
- $465 Million
- Q4 2024
A detailed history of Sky Oak Wealth, LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 12,483 shares of IWN stock, worth $1.94 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
12,483
Previous 12,608
0.99%
Holding current value
$1.94 Million
Previous $2.1 Million
2.57%
% of portfolio
0.44%
Previous 0.47%
Shares
10 transactions
Others Institutions Holding IWN
# of Institutions
1,150Shares Held
60.4MCall Options Held
540KPut Options Held
149K-
Bank Of America Corp Charlotte, NC6.72MShares$1.04 Billion0.09% of portfolio
-
Morgan Stanley New York, NY5.48MShares$850 Million0.06% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.74MShares$424 Million1.36% of portfolio
-
Jones Financial Companies Lllp2.73MShares$423 Million0.43% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$387 Million1.27% of portfolio