Blue Sky Wealth Advisors, LLC Ishares Tr Transaction History

Blue Sky Wealth Advisors, LLC

$642 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 Apr 21, 2020	SELL	$19.58 - $34.05 $347,662 - $604,591	-17,756 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	$29.79 - $33.61 $7,983 - $9,007	-268 Reduced 1.49%	17,756 $598,000
Q3 2019 Oct 15, 2019	SELL	$30.41 - $31.26 $13,228 - $13,598	-435 Reduced 2.36%	18,024 $540,000
Q2 2019 Aug 05, 2019	SELL	N/A	-160 Reduced 0.86%	18,459 $567,000
Q1 2019 May 08, 2019	BUY	N/A	211 Added 1.15%	18,619 $583,000
Q4 2018 Feb 01, 2019	BUY	N/A	3,293 Added 21.79%	18,408 $556,000
Q3 2018 Oct 11, 2018	BUY	N/A	710 Added 4.93%	15,115 $480,000
Q2 2018 Jul 17, 2018	BUY	N/A	197 Added 1.39%	14,405 $462,000
Q1 2018 Apr 24, 2018	SELL	N/A	-23 Reduced 0.16%	14,208 $469,000
Q4 2017 Feb 02, 2018	BUY	N/A	522 Added 3.81%	14,231 $481,000
Q3 2017 Oct 12, 2017	BUY	N/A	13,709	13,709 $463,000

Others Institutions Holding IDV

# of Institutions

467

Shares Held

75.8M

Call Options Held

24.7K

Put Options Held

23.3K

About ISHARES TR

Ticker IDV
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

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

News

Stay updated on Blue Sky Wealth Advisors, LLC with notifications on news.