Sky Oak Wealth, LLC Ishares Core S&P Sm Cap ETF Transaction History

Sky Oak Wealth, LLC

  • $427 Million
  • Q2 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 85,812 shares of IJR stock, worth $10 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
85,812
Previous 81,762 4.95%
Holding current value
$10 Million
Previous $9.04 Million 1.28%
% of portfolio
2.14%
Previous 2.17%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$102.13 - $110.88 $413,626 - $449,064
4,050 Added 4.95%
85,812 $9.15 Million
Q1 2024

Apr 29, 2024
BUY
$102.35 - $110.52 $212,683 - $229,660
2,078 Added 2.61%
81,762 $9.04 Million
Q4 2023

Jan 12, 2024
BUY
$87.61 - $110.11 $382,505 - $480,740
4,366 Added 5.8%
79,684 $8.63 Million
Q3 2023

Oct 24, 2023
BUY
$92.9 - $105.16 $342,986 - $388,250
3,692 Added 5.15%
75,318 $7.1 Million
Q2 2023

Jul 20, 2023
BUY
$91.14 - $99.81 $1.04 Million - $1.14 Million
11,465 Added 19.06%
71,626 $7.14 Million
Q1 2023

May 02, 2023
BUY
$92.27 - $107.68 $509,422 - $594,501
5,521 Added 10.1%
60,161 $5.82 Million
Q4 2022

Jan 26, 2023
BUY
$89.09 - $102.13 $706,127 - $809,482
7,926 Added 16.97%
54,640 $0
Q3 2022

Oct 25, 2022
BUY
$87.04 - $106.5 $372,879 - $456,246
4,284 Added 10.1%
46,714 $4.07 Million
Q2 2022

Jul 26, 2022
SELL
$89.03 - $109.02 $87,516 - $107,166
-983 Reduced 2.26%
42,430 $3.92 Million
Q1 2022

Apr 18, 2022
BUY
$102.32 - $116.69 $280,970 - $320,430
2,746 Added 6.75%
43,413 $4.68 Million
Q4 2021

Jan 24, 2022
BUY
$108.26 - $120.32 $388,003 - $431,226
3,584 Added 9.66%
40,667 $4.66 Million
Q3 2021

Oct 21, 2021
BUY
$104.62 - $113.69 $80,871 - $87,882
773 Added 2.13%
37,083 $4.05 Million
Q2 2021

Jul 19, 2021
BUY
$106.38 - $116.3 $437,966 - $478,807
4,117 Added 12.79%
36,310 $4.1 Million
Q1 2021

Apr 29, 2021
BUY
$91.04 - $115.01 $105,788 - $133,641
1,162 Added 3.74%
32,193 $3.61 Million
Q4 2020

Feb 02, 2021
SELL
$71.23 - $92.42 $40,244 - $52,217
-565 Reduced 1.79%
31,031 $2.85 Million
Q3 2020

Nov 03, 2020
BUY
$65.69 - $75.96 $537,081 - $621,048
8,176 Added 34.91%
31,596 $2.22 Million
Q2 2020

Aug 10, 2020
BUY
$50.99 - $75.55 $562,470 - $833,392
11,031 Added 89.04%
23,420 $1.6 Million
Q1 2020

May 04, 2020
BUY
$49.11 - $85.52 $105,930 - $184,466
2,157 Added 21.08%
12,389 $695,000
Q4 2019

Feb 04, 2020
BUY
$75.05 - $84.14 $767,911 - $860,920
10,232 New
10,232 $858,000

Others Institutions Holding IJR

# of Institutions
2,476
Shares Held
489M
Call Options Held
727K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email