Silver Oak Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Silver Oak Wealth Management LLC
- $638 Billion
- Q4 2025
A detailed history of Silver Oak Wealth Management LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 570,356 shares of IVW stock, worth $69 Million. This represents 11.02% of its overall portfolio holdings.
Number of Shares
570,356
Previous 581,363
1.89%
Holding current value
$69 Million
Previous $70.2 Billion
0.17%
% of portfolio
11.02%
Previous 11.84%
Shares
9 transactions
Others Institutions Holding IVW
# of Institutions
2,201Shares Held
416MCall Options Held
212KPut Options Held
158K-
Envestnet Asset Management Inc45.6MShares$5.51 Billion1.7% of portfolio
-
Jpmorgan Chase & CO New York, NY41.3MShares$5 Billion0.33% of portfolio
-
Morgan Stanley New York, NY33.5MShares$4.05 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$2.36 Billion0.73% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$2.23 Billion0.16% of portfolio