Sky Oak Wealth, LLC Ishares Core S&P Total U.S. St Transaction History

Sky Oak Wealth, LLC

  • $494 Million
  • Q2 2025

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 2,079 shares of ITOT stock, worth $300,602. This represents 0.06% of its overall portfolio holdings.

Number of Shares
2,079
Previous 3,097 32.87%
Holding current value
$300,602
Previous $377,000 25.73%
% of portfolio
0.06%
Previous 0.08%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$108.12 - $135.04 $110,066 - $137,470
-1,018 Reduced 32.87%
2,079 $280,000
Q1 2025

May 01, 2025
BUY
$120.29 - $134.6 $1,082 - $1,211
9 Added 0.29%
3,097 $377,000
Q4 2024

Jan 24, 2025
BUY
$124.26 - $134.12 $124,260 - $134,120
1,000 Added 47.89%
3,088 $397,000
Q2 2024

Aug 12, 2024
SELL
$108.78 - $119.23 $3,045 - $3,338
-28 Reduced 1.32%
2,088 $248,000
Q4 2023

Jan 12, 2024
BUY
$90.04 - $105.69 $190,524 - $223,640
2,116 New
2,116 $222,000

Others Institutions Holding ITOT

# of Institutions
1,644
Shares Held
325M
Call Options Held
69.1K
Put Options Held
33.4K
View Full List

About ISHARES CORE S&P TOTAL U.S. ST

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