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

Sky Oak Wealth, LLC

$427 Million
Q2 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 6,714 shares of IVW stock, worth $639,575. This represents 0.15% of its overall portfolio holdings.

Number of Shares

6,714

Previous 3,064 119.13%

Holding current value

$639,575

Previous $258,000 140.7%

% of portfolio

0.15%

Previous 0.06%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 12, 2024	BUY	$79.31 - $93.31 $289,481 - $340,581	3,650 Added 119.13%	6,714 $621,000
Q3 2023 Oct 24, 2023	BUY	$68.05 - $72.66 $3,266 - $3,487	48 Added 1.59%	3,064 $209,000
Q2 2023 Jul 20, 2023	BUY	$63.21 - $70.48 $190,641 - $212,567	3,016 New	3,016 $212,000
Q2 2022 Jul 26, 2022	SELL	$58.13 - $77.8 $176,250 - $235,889	-3,032 Closed	0 $0
Q4 2021 Jan 24, 2022	SELL	$73.18 - $84.81 $731 - $848	-10 Reduced 0.33%	3,032 $254,000
Q3 2021 Oct 21, 2021	BUY	$72.99 - $79.0 $3,941 - $4,266	54 Added 1.81%	3,042 $225,000
Q2 2021 Jul 19, 2021	BUY	$65.96 - $72.81 $4,617 - $5,096	70 Added 2.4%	2,988 $217,000
Q1 2021 Apr 29, 2021	BUY	$61.43 - $67.25 $179,252 - $196,235	2,918 New	2,918 $204,000

Others Institutions Holding IVW

# of Institutions

1,757

Shares Held

431M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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