Sky Oak Wealth, LLC Ishares Russell 2000 ETF Transaction History

Sky Oak Wealth, LLC

  • $445 Million
  • Q3 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 2,374 shares of IWM stock, worth $546,779. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,374
Previous 2,374 -0.0%
Holding current value
$546,779
Previous $481,000 8.94%
% of portfolio
0.12%
Previous 0.11%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$192.84 - $209.44 $93,141 - $101,159
483 Added 25.54%
2,374 $481,000
Q1 2024

Apr 29, 2024
BUY
$189.48 - $210.3 $21,411 - $23,763
113 Added 6.36%
1,891 $397,000
Q4 2023

Jan 12, 2024
BUY
$162.21 - $204.82 $2,757 - $3,481
17 Added 0.97%
1,778 $356,000
Q2 2023

Jul 20, 2023
SELL
$170.4 - $187.93 $49,416 - $54,499
-290 Reduced 14.14%
1,761 $329,000
Q1 2023

May 02, 2023
BUY
$170.25 - $198.32 $41,711 - $48,588
245 Added 13.57%
2,051 $365,000
Q4 2022

Jan 26, 2023
BUY
$166.81 - $188.05 $301,258 - $339,618
1,806 New
1,806 $0
Q3 2021

Oct 21, 2021
SELL
$211.73 - $231.39 $187,592 - $205,011
-886 Closed
0 $0
Q1 2021

Apr 29, 2021
SELL
$193.5 - $234.42 $196,015 - $237,467
-1,013 Reduced 53.34%
886 $203,000
Q4 2020

Feb 02, 2021
SELL
$152.18 - $199.14 $152 - $199
-1 Reduced 0.05%
1,899 $372,000
Q3 2020

Nov 03, 2020
SELL
$139.07 - $158.46 $28,509 - $32,484
-205 Reduced 9.74%
1,900 $285,000
Q2 2020

Aug 10, 2020
BUY
$104.62 - $153.09 $12,240 - $17,911
117 Added 5.89%
2,105 $301,000
Q1 2020

May 04, 2020
SELL
$99.9 - $169.53 $169,630 - $287,861
-1,698 Reduced 46.07%
1,988 $228,000
Q4 2019

Feb 04, 2020
BUY
$146.46 - $166.68 $539,851 - $614,382
3,686 New
3,686 $611,000

Others Institutions Holding IWM

# of Institutions
2,662
Shares Held
307M
Call Options Held
232M
Put Options Held
524M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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