SkyOak Wealth, LLC IUSV Holdings History
SkyOak Wealth, LLC's ISHARES TRUST Holding Summary
As of 2025-03-31, SkyOak Wealth, LLC held 202,311.00 shares of ISHARES TRUST(IUSV), totaling $18.67 Mil. This investment constitutes 4.09% of their stock portfolio, and SkyOak Wealth, LLC now holds 0.09% of the outstanding ISHARES TRUST(IUSV) stock.
The initial trade took place in 2020Q2. And since then SkyOak Wealth, LLC has made 17 purchases of IUSV, at an average price of $59.84, for a total of 240,251.00 shares. In addition, there have been 3 sales at an average price of $66.93 for 37,940.00 shares. Based on historical transaction data and IUSV's current price of $94.97, SkyOak Wealth, LLC's estimated gain on his IUSV holdings is $7.38 Mil, reflecting a 51.32% gain to date.
SkyOak Wealth, LLC IUSV ($94.97) Holding Chart
SkyOak Wealth, LLC IUSV ($94.97) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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