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

Sky Oak Wealth, LLC

$525 Million
Q3 2025

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 4,111 shares of IJS stock, worth $452,949. This represents 0.09% of its overall portfolio holdings.

Number of Shares

4,111

Previous 4,911 16.29%

Holding current value

$452,949

Previous $488,000 6.97%

% of portfolio

0.09%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 23, 2025	SELL	$98.99 - $112.2 $79,192 - $89,760	-800 Reduced 16.29%	4,111 $454,000
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

912

Shares Held

39.2M

Call Options Held

27.8K

Put Options Held

14.9K

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About ISHARES S&P SMALLCAP 600 VALUE

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