Sky Oak Wealth, LLC Ishares S&P Smallcap 600 Value Transaction History

Sky Oak Wealth, LLC

  • $465 Million
  • Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares S&P Smallcap 600 Value stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 4,911 shares of IJS stock, worth $498,417. This represents 0.11% of its overall portfolio holdings.

Number of Shares
4,911
Previous 4,525 8.53%
Holding current value
$498,417
Previous $487,000 9.45%
% of portfolio
0.11%
Previous 0.11%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 24, 2025
BUY
$104.59 - $118.05 $40,371 - $45,567
386 Added 8.53%
4,911 $533,000
Q3 2024

Nov 04, 2024
SELL
$95.81 - $109.03 $210,111 - $239,102
-2,193 Reduced 32.64%
4,525 $487,000
Q2 2024

Aug 12, 2024
BUY
$94.12 - $102.13 $632,298 - $686,109
6,718 New
6,718 $653,000
Q1 2021

Apr 29, 2021
SELL
$80.37 - $107.94 $235,162 - $315,832
-2,926 Closed
0 $0
Q4 2020

Feb 02, 2021
BUY
$62.11 - $81.5 $181,733 - $238,469
2,926 New
2,926 $238,000
Q1 2020

May 04, 2020
SELL
$44.17 - $81.02 $365,241 - $669,954
-8,269 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$72.03 - $80.55 $595,616 - $666,067
8,269 New
8,269 $1.33 Million

Others Institutions Holding IJS

# of Institutions
907
Shares Held
45.2M
Call Options Held
23.2K
Put Options Held
7.5K
View Full List

About ISHARES S&P SMALLCAP 600 VALUE

IJS Quotes by TradingView
  • Ticker IJS
  • Sector ETFs
  • Industry ETFs
More about IJS
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