Silver Oak Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Silver Oak Wealth Management LLC
- $446 Billion
- Q3 2024
A detailed history of Silver Oak Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 577,418 shares of IVW stock, worth $58.2 Million. This represents 12.4% of its overall portfolio holdings.
Number of Shares
577,418
Previous 580,223
0.48%
Holding current value
$58.2 Million
Previous $53.7 Billion
2.97%
% of portfolio
12.4%
Previous 12.89%
Shares
4 transactions
Others Institutions Holding IVW
# of Institutions
1,795Shares Held
422MCall Options Held
280KPut Options Held
217K-
Envestnet Asset Management Inc46.5MShares$4.69 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.45 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.36 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC19.1MShares$1.93 Billion0.16% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.58 Billion0.69% of portfolio