Silver Oak Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History

Silver Oak Wealth Management LLC

  • $465 Billion
  • Q4 2024

A detailed history of Silver Oak Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 349,064 shares of IJR stock, worth $39.4 Million. This represents 8.65% of its overall portfolio holdings.

Number of Shares
349,064
Previous 333,317 4.72%
Holding current value
$39.4 Million
Previous $39 Billion 3.17%
% of portfolio
8.65%
Previous 8.75%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
$113.92 - $127.38 $1.79 Million - $2.01 Million
15,747 Added 4.72%
349,064 $40.2 Billion
Q3 2024

Nov 01, 2024
BUY
$105.53 - $118.34 $1.09 Million - $1.22 Million
10,328 Added 3.2%
333,317 $39 Billion
Q2 2024

Aug 08, 2024
BUY
$102.13 - $110.88 $878,522 - $953,789
8,602 Added 2.74%
322,989 $34.5 Billion
Q1 2024

May 07, 2024
BUY
$102.35 - $110.52 $1.15 Million - $1.25 Million
11,272 Added 3.72%
314,387 $34.7 Billion
Q4 2023

Feb 14, 2024
BUY
$87.61 - $110.11 $26.6 Million - $33.4 Million
303,115 New
303,115 $32.8 Billion

Others Institutions Holding IJR

# of Institutions
2,811
Shares Held
537M
Call Options Held
877K
Put Options Held
272K
View Full List

About ISHARES CORE S&P SM CAP ETF

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