Sky Oak Wealth, LLC Ishares Tr Russell 1000 ETF Transaction History
Sky Oak Wealth, LLC
- $465 Million
- Q4 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 1,151 shares of IWB stock, worth $363,566. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,151
Previous 1,274
9.65%
Holding current value
$363,566
Previous $400,000
7.5%
% of portfolio
0.08%
Previous 0.09%
Shares
14 transactions
Others Institutions Holding IWB
# of Institutions
1,470Shares Held
98.1MCall Options Held
79.9KPut Options Held
306K-
Jones Financial Companies Lllp9.74MShares$3.08 Billion2.99% of portfolio
-
Envestnet Asset Management Inc4.68MShares$1.48 Billion0.5% of portfolio
-
Bank Of America Corp Charlotte, NC4.09MShares$1.29 Billion0.11% of portfolio
-
M&T Bank Corp3.08MShares$974 Million0.43% of portfolio
-
Northern Trust Corp Chicago, IL2.68MShares$847 Million0.13% of portfolio