Silver Oak Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History
Silver Oak Wealth Management LLC
- $416 Billion
- Q2 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 322,989 shares of IJR stock, worth $36.3 Million. This represents 8.27% of its overall portfolio holdings.
Number of Shares
322,989
Previous 314,387
2.74%
Holding current value
$36.3 Million
Previous $34.7 Billion
0.85%
% of portfolio
8.27%
Previous 8.63%
Shares
3 transactions
Others Institutions Holding IJR
# of Institutions
2,475Shares Held
489MCall Options Held
727KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$3.92 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.42 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.05 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.1MShares$1.92 Billion0.65% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.79 Billion0.42% of portfolio