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 581,186 shares of IVW stock, worth $66.7 Million. This represents 12.01% of its overall portfolio holdings.

Number of Shares
581,186
Previous 581,149 0.01%
Holding current value
$66.7 Million
Previous $53.9 Billion 18.61%
% of portfolio
12.01%
Previous 11.67%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 29, 2025

BUY
$82.96 - $110.1 $3,069 - $4,073
37 Added 0.01%
581,186 $64 Billion
Q1 2025

Apr 30, 2025

BUY
$92.45 - $106.69 $324,776 - $374,801
3,513 Added 0.61%
581,149 $53.9 Billion
Q4 2024

Jan 31, 2025

BUY
$94.43 - $105.47 $20,585 - $22,992
218 Added 0.04%
577,636 $58.6 Billion
Q3 2024

Nov 01, 2024

SELL
$84.77 - $97.13 $237,779 - $272,449
-2,805 Reduced 0.48%
577,418 $55.3 Billion
Q2 2024

Aug 08, 2024

SELL
$79.31 - $93.31 $8,248 - $9,704
-104 Reduced 0.02%
580,223 $53.7 Billion
Q1 2024

May 07, 2024

SELL
$72.87 - $85.14 $777,450 - $908,358
-10,669 Reduced 1.81%
580,327 $49 Billion
Q4 2023

Feb 14, 2024

BUY
$65.78 - $75.4 $38.9 Million - $44.6 Million
590,996 New
590,996 $44.4 Billion

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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