Sky Oak Wealth, LLC Ishares Trust Ishares 1 5 Year Transaction History

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 16,707 shares of IGSB stock, worth $868,095. This represents 0.19% of its overall portfolio holdings.

Number of Shares

16,707

Previous 16,224 2.98%

Holding current value

$868,095

Previous $854,000 1.05%

% of portfolio

0.19%

Previous 0.19%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$51.54 - $52.55 $24,893 - $25,381	483 Added 2.98%	16,707 $863,000
Q3 2024 Nov 04, 2024	SELL	$51.02 - $52.74 $13,979 - $14,450	-274 Reduced 1.66%	16,224 $854,000
Q2 2024 Aug 12, 2024	SELL	$50.64 - $51.3 $129,435 - $131,122	-2,556 Reduced 13.41%	16,498 $845,000
Q1 2024 Apr 29, 2024	BUY	$50.95 - $51.48 $38,416 - $38,815	754 Added 4.12%	19,054 $977,000
Q4 2023 Jan 12, 2024	SELL	$49.4 - $51.28 $87,438 - $90,765	-1,770 Reduced 8.82%	18,300 $938,000
Q3 2023 Oct 24, 2023	SELL	$49.74 - $50.37 $95,600 - $96,811	-1,922 Reduced 8.74%	20,070 $1 Million
Q2 2023 Jul 20, 2023	BUY	$50.02 - $50.76 $42,216 - $42,841	844 Added 3.99%	21,992 $1.1 Million
Q1 2023 May 02, 2023	SELL	$49.56 - $50.75 $39,400 - $40,346	-795 Reduced 3.62%	21,148 $1.07 Million
Q4 2022 Jan 26, 2023	SELL	$48.63 - $50.19 $23,391 - $24,141	-481 Reduced 2.15%	21,943 $0
Q3 2022 Oct 25, 2022	SELL	$49.08 - $51.27 $57,619 - $60,190	-1,174 Reduced 4.97%	22,424 $1.11 Million
Q1 2022 Apr 18, 2022	SELL	$51.49 - $53.86 $63,281 - $66,193	-1,229 Reduced 4.95%	23,598 $1.22 Million
Q4 2021 Jan 24, 2022	SELL	$53.82 - $54.66 $45,477 - $46,187	-845 Reduced 3.29%	24,827 $1.34 Million
Q3 2021 Oct 21, 2021	SELL	$54.6 - $54.92 $96,205 - $96,769	-1,762 Reduced 6.42%	25,672 $1.4 Million
Q1 2021 Apr 29, 2021	SELL	$54.5 - $55.17 $72,921 - $73,817	-1,338 Reduced 4.65%	27,434 $1.5 Million
Q4 2020 Feb 02, 2021	SELL	$54.79 - $55.17 $84,924 - $85,513	-1,550 Reduced 5.11%	28,772 $1.59 Million
Q3 2020 Nov 03, 2020	SELL	$54.69 - $55.09 $235,440 - $237,162	-4,305 Reduced 12.43%	30,322 $1.67 Million
Q2 2020 Aug 10, 2020	BUY	$51.96 - $54.73 $123,560 - $130,147	2,378 Added 7.37%	34,627 $1.89 Million
Q1 2020 May 04, 2020	SELL	$47.21 - $54.5 $15,626 - $18,039	-331 Reduced 1.02%	32,249 $1.69 Million
Q4 2019 Feb 04, 2020	BUY	$53.49 - $53.82 $1.74 Million - $1.75 Million	32,580 New	32,580 $1.75 Million

Others Institutions Holding IGSB

# of Institutions

1,035

Shares Held

325M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES 1-5 YEAR

Ticker IGSB
Sector ETFs
Industry ETFs

More about IGSB

Track This Portfolio

Portfolio Update

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

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Account

Sky Oak Wealth, LLC Ishares Trust Ishares 1 5 Year Transaction History