Sky Oak Wealth, LLC Ishares S&P 500 Value ETF Transaction History

Sky Oak Wealth, LLC

  • $494 Million
  • Q2 2025

A detailed history of Sky Oak Wealth, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 2,460 shares of IVE stock, worth $503,291. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,460
Previous 2,460 -0.0%
Holding current value
$503,291
Previous $468,000 2.56%
% of portfolio
0.1%
Previous 0.1%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
$185.78 - $198.58 $557 - $595
3 Added 0.12%
2,460 $468,000
Q2 2024

Aug 12, 2024
BUY
$176.58 - $186.7 $433,857 - $458,721
2,457 New
2,457 $447,000

Others Institutions Holding IVE

# of Institutions
1,711
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
View Full List

About ISHARES S&P 500 VALUE ETF

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