Silver Oak Wealth Management LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 577,636 shares of IVW stock, worth $60.2 Million. This represents 12.62% of its overall portfolio holdings.
Number of Shares
577,636
Previous 577,418
0.04%
Holding current value
$60.2 Million
Previous $55.3 Billion
6.08%
% of portfolio
12.62%
Previous 12.4%
Shares
5 transactions
Others Institutions Holding IVW
# of Institutions
1,897Shares Held
416MCall Options Held
352KPut Options Held
483K-
Envestnet Asset Management Inc46.5MShares$4.84 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.6 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.47 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.94 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.63 Billion0.69% of portfolio