Blue Sky Wealth Advisors, LLC Closed Holding Positions

Blue Sky Wealth Advisors, LLC

  • $642 Million
  • Q3 2024
Stock Closed Quarter Shares Sold Price Range Trade History
SCHB
Schwab Strategic Tr Us Broad M

ETFs
Q2 2022 Filed on Aug 02, 2022
3,986
$42.93 - $53.98 $171K - $215K
XLY
Select Sector Spdr Consumer Di

ETFs
Q2 2022 Filed on Aug 02, 2022
1,826
$134.63 - $189.39 $246K - $346K
IGV
Ishares Expanded Tech Software

ETFs
Q2 2022 Filed on Aug 02, 2022
838
$257.24 - $353.96 $216K - $297K
PYPL
Pay Pal Holdings, Inc.

Financial Services
Q1 2022 Filed on Apr 26, 2022
1,998
$93.61 - $194.94 $187K - $389K
IGM
Ishares Expanded Tech Sector E

ETFs
Q4 2021 Filed on Jan 13, 2022
845
$66.29 - $75.08 $56K - $63.4K
XLE
Energy Sector Spdr

ETFs
Q4 2021 Filed on Jan 13, 2022
5,000
$53.01 - $59.14 $265K - $296K
VUSB
Vanguard Bd Index Fds
Q4 2021 Filed on Jan 13, 2022
42,647
N/A
SNAP
Snap Inc

Communication Services
Q1 2021 Filed on Apr 23, 2021
51,859
$48.95 - $70.45 $2.54M - $3.65M
BKLN
Invesco ETF Tr Ii Sr Ln ETF

ETFs
Q3 2020 Filed on Oct 16, 2020
19,532
$21.34 - $22.09 $417K - $431K
RWX
Spdr Dow Jones International R

ETFs
Q2 2020 Filed on Jul 14, 2020
155,081
$24.67 - $31.96 $3.83M - $4.96M
BNDX
Vanguard Total International B

ETFs
Q2 2020 Filed on Jul 14, 2020
184,106
$56.12 - $57.76 $10.3M - $10.6M
SCHC
Schwab Strategic Tr Intl Small

ETFs
Q2 2020 Filed on Jul 14, 2020
71,741
$23.02 - $31.17 $1.65M - $2.24M
IFGL
Ishares International Develope

ETFs
Q2 2020 Filed on Jul 14, 2020
30,296
$20.09 - $25.39 $609K - $769K
VSS
Vanguard Intl Eqty Ftse All Wo

ETFs
Q2 2020 Filed on Jul 14, 2020
119,841
$74.55 - $100.43 $8.93M - $12M
SRLN
Ssga Active Trust

ETFs
Q1 2020 Filed on Apr 21, 2020
5,632
$36.06 - $46.8 $203K - $264K
PCY
Invesco Fd Tr Ii Emerging Mkts

ETFs
Q1 2020 Filed on Apr 21, 2020
353,797
$20.13 - $30.3 $7.12M - $10.7M
SCHV
Schwab Strategic Tr Us Large C

ETFs
Q1 2020 Filed on Apr 21, 2020
78,958
$38.4 - $61.03 $3.03M - $4.82M
IJS
Ishares S&P Smallcap 600 Value

ETFs
Q1 2020 Filed on Apr 21, 2020
3,657
$44.17 - $81.02 $162K - $296K
IVE
Ishares S&P 500 Value ETF

ETFs
Q1 2020 Filed on Apr 21, 2020
9,876
$82.97 - $131.79 $819K - $1.3M
SLYV
Spdr S&P 600 Small Cap Value E

ETFs
Q1 2020 Filed on Apr 21, 2020
67,347
$35.74 - $66.24 $2.41M - $4.46M
Invesco Exch Trd Slf Idx Fd
Q4 2019 Filed on Feb 12, 2020
50,997
N/A
SPHD
Invesco ETF Tr Ii S&P 500 High

ETFs
Q3 2019 Filed on Oct 15, 2019
4,891
$39.61 - $43.02 $194K - $210K
Bb&T Corp
Q3 2019 Filed on Oct 15, 2019
9,117
N/A
WDAY
Workday, Inc.

Technology
Q4 2018 Filed on Feb 01, 2019
1,955
$120.65 - $168.13 $236K - $329K
AMAT
Applied Materials Inc

Technology
Q4 2018 Filed on Feb 01, 2019
8,024
$28.99 - $38.92 $233K - $312K
PHG
Koninklijke Philips Nv

Healthcare
Q3 2018 Filed on Oct 11, 2018
6,070
$41.88 - $46.37 $254K - $281K
Powershares ETF Tr Ii
Q2 2018 Filed on Jul 17, 2018
344,837
N/A
Powershares ETF Trust Ii
Q2 2018 Filed on Jul 17, 2018
1,002,198
N/A
FBHS
Fortune Brands Home & Security, Inc.

Industrials
Q1 2018 Filed on Apr 24, 2018
2,962
$57.89 - $73.13 $171K - $217K
Gigamon Inc
Q4 2017 Filed on Feb 02, 2018
5,373
N/A
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