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 6,595 shares of IVW stock, worth $677,702. This represents 0.14% of its overall portfolio holdings.

Number of Shares
6,595
Previous 6,714 1.77%
Holding current value
$677,702
Previous $621,000 1.61%
% of portfolio
0.14%
Previous 0.15%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024

SELL
$84.77 - $97.13 $10,087 - $11,558
-119 Reduced 1.77%
6,595 $631,000
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

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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