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

Sky Oak Wealth, LLC

  • $465 Million
  • Q4 2024

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 3,088 shares of ITOT stock, worth $413,668. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,088
Previous 2,088 47.89%
Holding current value
$413,668
Previous $262,000 51.53%
% of portfolio
0.09%
Previous 0.06%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,504
Shares Held
301M
Call Options Held
58.9K
Put Options Held
20K
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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