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 $341,323. This represents 0.07% of its overall portfolio holdings.

Number of Shares

2,315

Holding current value

$341,323

% 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

268

Shares Held

3.57M

Call Options Held

5.6K

Put Options Held

100

Morgan Stanley New York, NY

469K
Shares

$69.2 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

336K
Shares

$49.5 Million
0.02% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

167K
Shares

$24.7 Million
0.01% of portfolio
Savant Capital, LLC

161K
Shares

$23.8 Million
0.19% of portfolio
Sharp Financial Services, LLC Horsham, PA

138K
Shares

$20.3 Million
14.95% of portfolio

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

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