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

Sky Oak Wealth, LLC

  • $525 Million
  • Q3 2025

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 3,134 shares of IWP stock, worth $449,823. This represents 0.09% of its overall portfolio holdings.

Number of Shares
3,134
Previous 3,134 -0.0%
Holding current value
$449,823
Previous $434,000 2.76%
% of portfolio
0.09%
Previous 0.09%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
SELL
$114.9 - $139.6 $12,753 - $15,495
-111 Reduced 3.42%
3,134 $368,000
Q4 2024

Jan 24, 2025
SELL
$116.4 - $138.52 $1,978 - $2,354
-17 Reduced 0.52%
3,245 $411,000
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
1,318
Shares Held
117M
Call Options Held
196K
Put Options Held
340K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

IWP Quotes by TradingView
  • Ticker IWP
  • Sector ETFs
  • Industry ETFs
More about IWP
Track This Portfolio

Track Sky Oak Wealth, LLC Portfolio

Follow Sky Oak Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Sky Oak Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sky Oak Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email