Sky Oak Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History
Sky Oak Wealth, LLC
- $445 Million
- Q3 2024
A detailed history of Sky Oak Wealth, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 1,274 shares of IWB stock, worth $409,667. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,274
Previous 1,276
0.16%
Holding current value
$409,667
Previous $379,000
5.54%
% of portfolio
0.09%
Previous 0.09%
Shares
13 transactions
Others Institutions Holding IWB
# of Institutions
1,372Shares Held
93.2MCall Options Held
221KPut Options Held
52.5K-
Jones Financial Companies Lllp9.28MShares$2.98 Billion3.0% of portfolio
-
Envestnet Asset Management Inc4.26MShares$1.37 Billion0.44% of portfolio
-
Bank Of America Corp Charlotte, NC3.64MShares$1.17 Billion0.1% of portfolio
-
M&T Bank Corp3.11MShares$1 Billion3.25% of portfolio
-
Morgan Stanley New York, NY2.82MShares$907 Million0.07% of portfolio