Blue Sky Wealth Advisors, LLC Ishares Tr Transaction History

Blue Sky Wealth Advisors, LLC

$687 Million
Q2 2025

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

534

Shares Held

81.3M

Call Options Held

40.6K

Put Options Held

53.6K

Bank Of America Corp Charlotte, NC

10.7M
Shares

$380 Million
0.03% of portfolio
Morgan Stanley New York, NY

6.96M
Shares

$246 Million
0.02% of portfolio
Envestnet Asset Management Inc

4.79M
Shares

$170 Million
0.05% of portfolio
Ameriprise Financial Inc Minneapolis, MN

3.9M
Shares

$138 Million
0.03% of portfolio
Wells Fargo & Company San Francisco, CA

2.69M
Shares

$95.3 Million
0.02% of portfolio

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