Silver Oak Wealth Management LLC Ishares S&P 500 Growth ETF Transaction History
Silver Oak Wealth Management LLC
- $533 Billion
- Q2 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 581,186 shares of IVW stock, worth $70.2 Million. This represents 12.01% of its overall portfolio holdings.
Number of Shares
581,186
Previous 581,149
0.01%
Holding current value
$70.2 Million
Previous $53.9 Billion
18.61%
% of portfolio
12.01%
Previous 11.67%
Shares
7 transactions
Others Institutions Holding IVW
# of Institutions
2,094Shares Held
424MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.48 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.29 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.1 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.26 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.25 Billion0.72% of portfolio