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 $472,929. This represents 0.11% of its overall portfolio holdings.
Number of Shares
4,911
Previous 4,525
8.53%
Holding current value
$472,929
Previous $487,000
9.45%
% of portfolio
0.11%
Previous 0.11%
Shares
7 transactions
Others Institutions Holding IJS
# of Institutions
907Shares Held
45.2MCall Options Held
23.2KPut Options Held
7.5K-
Morgan Stanley New York, NY3.54MShares$341 Million0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.5MShares$337 Million0.03% of portfolio
-
Castlekeep Investment Advisors LLC Westport, CT2.85MShares$275 Million0.55% of portfolio
-
Regions Financial Corp1.5MShares$144 Million1.21% of portfolio
-
Wells Fargo & Company San Francisco, CA1.39MShares$133 Million0.03% of portfolio