Silver Oak Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History
Silver Oak Wealth Management LLC
- $403 Billion
- Q1 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 314,387 shares of IJR stock, worth $35.7 Million. This represents 8.63% of its overall portfolio holdings.
Number of Shares
314,387
Previous 303,115
3.72%
Holding current value
$35.7 Million
Previous $32.8 Billion
5.89%
% of portfolio
8.63%
Previous 8.87%
Shares
2 transactions
Others Institutions Holding IJR
# of Institutions
2,440Shares Held
479MCall Options Held
625KPut Options Held
577K-
Northwestern Mutual Wealth Management CO33.8MShares$3.84 Billion3.84% of portfolio
-
Bank Of America Corp Charlotte, NC30.7MShares$3.49 Billion0.32% of portfolio
-
Morgan Stanley New York, NY19.2MShares$2.18 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA16.6MShares$1.89 Billion0.45% of portfolio
-
Lpl Financial LLC Fort Mill, SC13MShares$1.48 Billion0.79% of portfolio