Sky Oak Wealth, LLC Ishares Russell 2000 Gwt ETF Transaction History

Sky Oak Wealth, LLC

  • $427 Million
  • Q2 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 2,656 shares of IWO stock, worth $761,475. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,656
Previous 2,800 5.14%
Holding current value
$761,475
Previous $758,000 8.05%
% of portfolio
0.16%
Previous 0.18%

Shares

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

Aug 12, 2024
SELL
$245.29 - $268.7 $35,321 - $38,692
-144 Reduced 5.14%
2,656 $697,000
Q1 2024

Apr 29, 2024
SELL
$239.5 - $270.8 $25,866 - $29,246
-108 Reduced 3.71%
2,800 $758,000
Q4 2023

Jan 12, 2024
SELL
$204.07 - $257.57 $10,203 - $12,878
-50 Reduced 1.69%
2,908 $733,000
Q3 2023

Oct 24, 2023
SELL
$221.24 - $254.04 $29,424 - $33,787
-133 Reduced 4.3%
2,958 $663,000
Q2 2023

Jul 20, 2023
SELL
$219.8 - $242.66 $28,134 - $31,060
-128 Reduced 3.98%
3,091 $750,000
Q1 2023

May 02, 2023
SELL
$212.51 - $245.01 $14,663 - $16,905
-69 Reduced 2.1%
3,219 $730,000
Q4 2022

Jan 26, 2023
BUY
$205.84 - $231.03 $6,381 - $7,161
31 Added 0.95%
3,288 $0
Q3 2022

Oct 25, 2022
BUY
$202.93 - $248.43 $4,464 - $5,465
22 Added 0.68%
3,257 $673,000
Q2 2022

Jul 26, 2022
SELL
$194.2 - $261.13 $5.46 Million - $7.34 Million
-28,100 Reduced 89.68%
3,235 $667,000
Q1 2022

Apr 18, 2022
BUY
$234.1 - $296.68 $919,310 - $1.17 Million
3,927 Added 14.33%
31,335 $8.01 Million
Q4 2021

Jan 24, 2022
BUY
$280.02 - $327.35 $7.67 Million - $8.97 Million
27,408 New
27,408 $8.03 Million
Q1 2020

May 04, 2020
SELL
$135.58 - $225.25 $132,868 - $220,745
-980 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$186.63 - $216.19 $182,897 - $211,866
980 New
980 $210,000

Others Institutions Holding IWO

# of Institutions
1,000
Shares Held
33.5M
Call Options Held
84K
Put Options Held
36K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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