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

Sky Oak Wealth, LLC

  • $427 Million
  • Q2 2024

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Jul 26, 2022
SELL
$62.75 - $78.76 $165,032 - $207,138
-2,630 Closed
0 $0
Q4 2021

Jan 24, 2022
SELL
$78.41 - $85.28 $78 - $85
-1 Reduced 0.04%
2,630 $218,000
Q2 2021

Jul 19, 2021
SELL
$74.82 - $79.61 $823 - $875
-11 Reduced 0.42%
2,631 $208,000
Q1 2021

Apr 29, 2021
SELL
$67.45 - $75.68 $50,992 - $57,214
-756 Reduced 22.25%
2,642 $207,000
Q4 2020

Feb 02, 2021
SELL
$57.75 - $68.61 $22,695 - $26,963
-393 Reduced 10.37%
3,398 $233,000
Q3 2020

Nov 03, 2020
SELL
$53.47 - $60.19 $114,907 - $129,348
-2,149 Reduced 36.18%
3,791 $218,000
Q2 2020

Aug 10, 2020
BUY
$40.64 - $57.63 $241,401 - $342,322
5,940 New
5,940 $318,000
Q1 2020

May 04, 2020
SELL
$36.81 - $61.96 $181,841 - $306,082
-4,940 Closed
0 $0
Q4 2019

Feb 04, 2020
BUY
$54.12 - $59.69 $267,352 - $294,868
4,940 New
4,940 $295,000

Others Institutions Holding IWR

# of Institutions
1,337
Shares Held
341M
Call Options Held
126K
Put Options Held
14.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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