Sky Oak Wealth, LLC Ishares Tr Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Tr stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 2,315 shares of IYY stock, worth $317,085. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,315

Holding current value

$317,085

% of portfolio

0.07%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 24, 2025	BUY	$138.14 - $149.13 $319,794 - $345,235	2,315 New	2,315 $331,000

Others Institutions Holding IYY

# of Institutions

280

Shares Held

3.9M

Call Options Held

5.6K

Put Options Held

100

Morgan Stanley New York, NY

472K
Shares

$64.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

302K
Shares

$41.3 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

162K
Shares

$22.2 Million
0.02% of portfolio
Savant Capital, LLC

161K
Shares

$22.1 Million
0.19% of portfolio
Ameriprise Financial Inc Minneapolis, MN

149K
Shares

$20.5 Million
0.01% of portfolio

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Account