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 158,785 shares of IEFA stock, worth $12 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

158,785

Previous 149,605 6.14%

Holding current value

$12 Million

Previous $11.7 Million 4.43%

% of portfolio

2.4%

Previous 2.63%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$70.06 - $77.43 $643,150 - $710,807	9,180 Added 6.14%	158,785 $11.2 Million
Q3 2024 Nov 04, 2024	BUY	$70.09 - $78.74 $431,614 - $484,880	6,158 Added 4.29%	149,605 $11.7 Million
Q2 2024 Aug 12, 2024	BUY	$70.77 - $76.19 $335,591 - $361,292	4,742 Added 3.42%	143,447 $10.4 Million
Q1 2024 Apr 29, 2024	BUY	$68.14 - $74.43 $397,869 - $434,596	5,839 Added 4.39%	138,705 $10.3 Million
Q4 2023 Jan 12, 2024	BUY	$61.3 - $70.47 $720,336 - $828,092	11,751 Added 9.7%	132,866 $9.35 Million
Q3 2023 Oct 24, 2023	BUY	$64.04 - $69.58 $507,388 - $551,282	7,923 Added 7.0%	121,115 $7.79 Million
Q2 2023 Jul 20, 2023	BUY	$66.03 - $69.1 $580,403 - $607,389	8,790 Added 8.42%	113,192 $7.64 Million
Q1 2023 May 02, 2023	BUY	$62.17 - $67.7 $719,369 - $783,356	11,571 Added 12.46%	104,402 $6.98 Million
Q4 2022 Jan 26, 2023	BUY	$52.35 - $63.65 $334,830 - $407,105	6,396 Added 7.4%	92,831 $0
Q3 2022 Oct 25, 2022	BUY	$52.32 - $63.1 $856,740 - $1.03 Million	16,375 Added 23.37%	86,435 $4.55 Million
Q2 2022 Jul 26, 2022	BUY	$57.91 - $70.46 $472,429 - $574,812	8,158 Added 13.18%	70,060 $4.12 Million
Q1 2022 Apr 18, 2022	BUY	$63.26 - $75.48 $193,259 - $230,591	3,055 Added 5.19%	61,902 $4.3 Million
Q4 2021 Jan 24, 2022	BUY	$72.36 - $77.76 $558,619 - $600,307	7,720 Added 15.1%	58,847 $4.39 Million
Q3 2021 Oct 21, 2021	BUY	$72.98 - $78.2 $78,161 - $83,752	1,071 Added 2.14%	51,127 $3.8 Million
Q2 2021 Jul 19, 2021	BUY	$73.11 - $77.88 $558,341 - $594,769	7,637 Added 18.0%	50,056 $3.75 Million
Q1 2021 Apr 29, 2021	BUY	$68.58 - $73.12 $421,698 - $449,614	6,149 Added 16.95%	42,419 $3.19 Million
Q4 2020 Feb 02, 2021	BUY	$58.13 - $69.71 $247,401 - $296,685	4,256 Added 13.29%	36,270 $2.51 Million
Q3 2020 Nov 03, 2020	BUY	$57.43 - $62.28 $661,880 - $717,777	11,525 Added 56.25%	32,014 $1.93 Million
Q2 2020 Aug 10, 2020	BUY	$47.43 - $60.75 $971,793 - $1.24 Million	20,489 New	20,489 $1.17 Million

Others Institutions Holding IEFA

# of Institutions

2,149

Shares Held

1.52B

Call Options Held

86.4K

Put Options Held

6.1K

View Full List

About ISHARES TR

Ticker IEFA
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Sky Oak Wealth, LLC Ishares Tr Transaction History