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

Sky Oak Wealth, LLC

$465 Million
Q4 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 2,462 shares of IVV stock, worth $1.49 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

2,462

Previous 2,365 4.1%

Holding current value

$1.49 Million

Previous $1.36 Million 6.23%

% of portfolio

0.31%

Previous 0.31%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$570.51 - $610.59 $55,339 - $59,227	97 Added 4.1%	2,462 $1.45 Million
Q3 2024 Nov 04, 2024	SELL	$520.18 - $576.82 $43,174 - $47,876	-83 Reduced 3.39%	2,365 $1.36 Million
Q1 2024 Apr 29, 2024	BUY	$469.56 - $525.73 $142,746 - $159,821	304 Added 14.18%	2,448 $1.29 Million
Q3 2023 Oct 24, 2023	BUY	$427.76 - $460.18 $153,138 - $164,744	358 Added 20.04%	2,144 $920,000
Q2 2023 Jul 20, 2023	SELL	$406.17 - $445.71 $81,234 - $89,142	-200 Reduced 10.07%	1,786 $796,000
Q4 2022 Jan 26, 2023	BUY	$357.98 - $409.32 $26,848 - $30,699	75 Added 3.92%	1,986 $0
Q3 2022 Oct 25, 2022	BUY	$358.65 - $432.04 $14,346 - $17,281	40 Added 2.14%	1,911 $685,000
Q2 2022 Jul 26, 2022	BUY	$366.99 - $458.8 $33,029 - $41,292	90 Added 5.05%	1,871 $709,000
Q1 2022 Apr 18, 2022	BUY	$418.06 - $479.84 $55,183 - $63,338	132 Added 8.0%	1,781 $808,000
Q1 2021 Apr 29, 2021	SELL	$370.22 - $398.75 $17,770 - $19,140	-48 Reduced 2.83%	1,649 $691,000
Q3 2020 Nov 03, 2020	SELL	$311.81 - $359.24 $55,502 - $63,944	-178 Reduced 9.49%	1,697 $570,000
Q2 2020 Aug 10, 2020	SELL	$246.8 - $324.4 $171,526 - $225,457	-695 Reduced 27.04%	1,875 $581,000
Q1 2020 May 04, 2020	BUY	$224.65 - $339.88 $15,500 - $23,451	69 Added 2.76%	2,570 $664,000
Q4 2019 Feb 04, 2020	BUY	$289.63 - $324.32 $724,364 - $811,124	2,501 New	2,501 $808,000

Others Institutions Holding IVV

# of Institutions

3,583

Shares Held

700M

Call Options Held

1.44M

Put Options Held

1.11M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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