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

Sky Oak Wealth, LLC

$465 Million
Q4 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 3,245 shares of IWP stock, worth $381,709. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,245

Previous 3,262 0.52%

Holding current value

$381,709

Previous $382,000 7.59%

% of portfolio

0.09%

Previous 0.09%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,227

Shares Held

116M

Call Options Held

84.8K

Put Options Held

13.5K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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