A detailed history of Sky Oak Wealth, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 3,327 shares of IWV stock, worth $1.1 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares
3,327
Previous 3,236 2.81%
Holding current value
$1.1 Million
Previous $971,000 5.66%
% of portfolio
0.24%
Previous 0.23%

Shares

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

Aug 12, 2024

BUY
$283.16 - $309.9 $25,767 - $28,200
91 Added 2.81%
3,327 $1.03 Million
Q1 2024

Apr 29, 2024

SELL
$268.36 - $300.08 $23,615 - $26,407
-88 Reduced 2.65%
3,236 $971,000
Q4 2023

Jan 12, 2024

SELL
$234.36 - $274.87 $12,186 - $14,293
-52 Reduced 1.54%
3,324 $909,000
Q2 2023

Jul 20, 2023

BUY
$231.57 - $254.48 $14,588 - $16,032
63 Added 1.9%
3,376 $859,000
Q1 2023

May 02, 2023

BUY
$218.83 - $242.18 $17,287 - $19,132
79 Added 2.44%
3,313 $779,000
Q4 2022

Jan 26, 2023

BUY
$206.89 - $235.47 $1,034 - $1,177
5 Added 0.15%
3,234 $0
Q3 2022

Oct 25, 2022

SELL
$207.04 - $249.4 $63,768 - $76,815
-308 Reduced 8.71%
3,229 $669,000
Q2 2022

Jul 26, 2022

BUY
$210.65 - $265.31 $2,527 - $3,183
12 Added 0.34%
3,537 $769,000
Q1 2022

Apr 18, 2022

SELL
$242.02 - $279.09 $3,630 - $4,186
-15 Reduced 0.42%
3,525 $925,000
Q4 2021

Jan 24, 2022

SELL
$254.66 - $279.11 $8,658 - $9,489
-34 Reduced 0.95%
3,540 $982,000
Q3 2021

Oct 21, 2021

SELL
$251.89 - $269.0 $40,302 - $43,040
-160 Reduced 4.28%
3,574 $911,000
Q2 2021

Jul 19, 2021

SELL
$240.32 - $256.01 $51,188 - $54,530
-213 Reduced 5.4%
3,734 $956,000
Q1 2021

Apr 29, 2021

SELL
$220.59 - $239.53 $85,588 - $92,937
-388 Reduced 8.95%
3,947 $988,000
Q4 2020

Feb 02, 2021

SELL
$191.94 - $223.55 $326,298 - $380,035
-1,700 Reduced 28.17%
4,335 $969,000
Q3 2020

Nov 03, 2020

SELL
$180.98 - $208.68 $171,569 - $197,828
-948 Reduced 13.58%
6,035 $1.18 Million
Q2 2020

Aug 10, 2020

SELL
$141.33 - $188.81 $565,743 - $755,806
-4,003 Reduced 36.44%
6,983 $1.26 Million
Q1 2020

May 04, 2020

SELL
$128.35 - $198.13 $35,167 - $54,287
-274 Reduced 2.43%
10,986 $1.63 Million
Q4 2019

Feb 04, 2020

BUY
$168.6 - $189.08 $1.9 Million - $2.13 Million
11,260 New
11,260 $2.12 Million

Others Institutions Holding IWV

About ISHARES RUSSELL 3000 ETF


  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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