ISHARES TR

Ticker: IVV CUSIP: 464287200 Class: Exchange Traded Fund

SkyOak Wealth, LLC's Holding History (CIK: 0001800379)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 2,324 Value ($000) $1,592 Avg Close Range
Q3 2025
Shares 2,324 Value ($000) $1,555 Avg Close Range
Q2 2025
Shares 2,324 Value ($000) $1,443 Avg Close Range
Q1 2025
Shares 2,324 Value ($000) $1,306 Avg Close Range
Q4 2024
Shares 2,462 Value ($000) $1,450 Avg Close Range
Q3 2024
Shares 2,365 Value ($000) $1,364 Avg Close Range
Q2 2024
Shares 2,448 Value ($000) $1,340 Avg Close Range
Q1 2024
Shares 2,448 Value ($000) $1,287 Avg Close Range
Q4 2023
Shares 2,144 Value ($000) $1,024 Avg Close Range
Q3 2023
Shares 2,144 Value ($000) $921 Avg Close Range
Q2 2023
Shares 1,786 Value ($000) $796 Avg Close Range
Q1 2023
Shares 1,986 Value ($000) $816 Avg Close Range
Q4 2022
Shares 1,986 Value ($000) $763 Avg Close Range
Q3 2022
Shares 1,911 Value ($000) $685 Avg Close Range
Q2 2022
Shares 1,871 Value ($000) $709 Avg Close Range
Q1 2022
Shares 1,781 Value ($000) $808 Avg Close Range
Q4 2021
Shares 1,649 Value ($000) $787 Avg Close Range
Q3 2021
Shares 1,649 Value ($000) $710 Avg Close Range
Q2 2021
Shares 1,649 Value ($000) $709 Avg Close Range
Q1 2021
Shares 1,649 Value ($000) $691 Avg Close Range
Q4 2020
Shares 1,697 Value ($000) $637 Avg Close Range
Q3 2020
Shares 1,697 Value ($000) $570 Avg Close Range
Q2 2020
Shares 1,875 Value ($000) $581 Avg Close Range
Q1 2020
Shares 2,570 Value ($000) $664 Avg Close Range
Q4 2019
Shares 2,501 Value ($000) $808 Avg Close Range