Silver Oak Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Silver Oak Wealth Management LLC

$465 Billion
Q4 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 94,714 shares of IVE stock, worth $18.6 Million. This represents 3.89% of its overall portfolio holdings.

Number of Shares

94,714

Previous 93,845 0.93%

Holding current value

$18.6 Million

Previous $18.5 Billion 2.29%

% of portfolio

3.89%

Previous 4.15%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$189.5 - $206.17 $164,675 - $179,161	869 Added 0.93%	94,714 $18.1 Billion
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

1,650

Shares Held

145M

Call Options Held

88.8K

Put Options Held

36.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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Silver Oak Wealth Management LLC Ishares S&P 500 Value ETF Transaction History