A detailed history of Silver Oak Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 93,845 shares of IVE stock, worth $18.4 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares
93,845
Previous 94,156 0.33%
Holding current value
$18.4 Million
Previous $17.1 Billion 7.97%
% of portfolio
4.15%
Previous 4.12%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$181.06 - $197.17 $56,309 - $61,319
-311 Reduced 0.33%
93,845 $18.5 Billion
Q2 2024

Aug 08, 2024

SELL
$176.58 - $186.7 $110,715 - $117,060
-627 Reduced 0.66%
94,156 $17.1 Billion
Q1 2024

May 07, 2024

SELL
$171.09 - $186.81 $616,779 - $673,450
-3,605 Reduced 3.66%
94,783 $17.7 Billion
Q4 2023

Feb 14, 2024

BUY
$147.64 - $174.21 $14.5 Million - $17.1 Million
98,388 New
98,388 $17.1 Billion

Others Institutions Holding IVE

About ISHARES S&P 500 VALUE ETF


  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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