Silver Oak Wealth Management LLC Ishares S&P 500 Value 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 Value ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 93,845 shares of IVE stock, worth $18 Million. This represents 4.15% of its overall portfolio holdings.

Number of Shares
93,845
Previous 94,156 0.33%
Holding current value
$18 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

# of Institutions
1,532
Shares Held
139M
Call Options Held
91.7K
Put Options Held
29.4K
View Full List

About ISHARES S&P 500 VALUE ETF

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