Sky Oak Wealth, LLC Ishares Russell Mid Cap Growth Transaction History

Sky Oak Wealth, LLC

  • $445 Million
  • Q3 2024

A detailed history of Sky Oak Wealth, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 3,262 shares of IWP stock, worth $418,481. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,262
Previous 3,262 -0.0%
Holding current value
$418,481
Previous $359,000 6.41%
% of portfolio
0.09%
Previous 0.08%

Shares

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

Aug 12, 2024
SELL
$105.7 - $113.43 $39,214 - $42,082
-371 Reduced 10.21%
3,262 $359,000
Q1 2024

Apr 29, 2024
BUY
$100.66 - $114.14 $11,374 - $12,897
113 Added 3.21%
3,633 $414,000
Q4 2023

Jan 12, 2024
SELL
$85.66 - $105.12 $54,479 - $66,856
-636 Reduced 15.3%
3,520 $367,000
Q3 2023

Oct 24, 2023
BUY
$89.97 - $100.32 $23,302 - $25,982
259 Added 6.65%
4,156 $379,000
Q2 2023

Jul 20, 2023
BUY
$87.72 - $96.63 $47,807 - $52,663
545 Added 16.26%
3,897 $376,000
Q1 2023

May 02, 2023
SELL
$82.89 - $94.68 $4,310 - $4,923
-52 Reduced 1.53%
3,352 $305,000
Q4 2022

Jan 26, 2023
BUY
$77.4 - $89.88 $18,343 - $21,301
237 Added 7.48%
3,404 $0
Q3 2022

Oct 25, 2022
BUY
$78.02 - $94.38 $24,342 - $29,446
312 Added 10.93%
3,167 $248,000
Q2 2022

Jul 26, 2022
SELL
$75.41 - $102.47 $1,055 - $1,434
-14 Reduced 0.49%
2,855 $226,000
Q1 2022

Apr 18, 2022
BUY
$89.52 - $114.03 $256,832 - $327,152
2,869 New
2,869 $288,000

Others Institutions Holding IWP

# of Institutions
1,085
Shares Held
102M
Call Options Held
59.7K
Put Options Held
5.2K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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