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

Silver Oak Wealth Management LLC

  • $446 Billion
  • Q3 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 333,317 shares of IJR stock, worth $39.1 Million. This represents 8.75% of its overall portfolio holdings.

Number of Shares
333,317
Previous 322,989 3.2%
Holding current value
$39.1 Million
Previous $34.5 Billion 13.16%
% of portfolio
8.75%
Previous 8.27%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,525
Shares Held
493M
Call Options Held
771K
Put Options Held
97.4K
View Full List

About ISHARES CORE S&P SM CAP ETF

IJR Quotes by TradingView
  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Silver Oak Wealth Management LLC Portfolio

Follow Silver Oak Wealth Management 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 Silver Oak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email