Silver Oak Wealth Management LLC Ishares Russell2000 Val ETF Transaction History

Silver Oak Wealth Management LLC

  • $465 Billion
  • Q4 2024

A detailed history of Silver Oak Wealth Management LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 7,445 shares of IWN stock, worth $1.24 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares
7,445
Previous 7,498 0.71%
Holding current value
$1.24 Million
Previous $1.25 Billion 2.28%
% of portfolio
0.26%
Previous 0.28%

Shares

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

Jan 31, 2025
SELL
$162.69 - $181.35 $8,622 - $9,611
-53 Reduced 0.71%
7,445 $1.22 Billion
Q2 2024

Aug 08, 2024
SELL
$146.03 - $158.93 $10,368 - $11,284
-71 Reduced 0.94%
7,498 $1.14 Billion
Q1 2024

May 07, 2024
SELL
$145.61 - $158.81 $72,222 - $78,769
-496 Reduced 6.15%
7,569 $1.2 Billion
Q4 2023

Feb 14, 2024
BUY
$125.51 - $158.2 $1.01 Million - $1.28 Million
8,065 New
8,065 $1.25 Billion

Others Institutions Holding IWN

# of Institutions
1,103
Shares Held
59.8M
Call Options Held
708K
Put Options Held
207K
View Full List

About ISHARES RUSSELL2000 VAL ETF

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