Silver Oak Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History

Silver Oak Wealth Management LLC

  • $533 Billion
  • Q2 2025

A detailed history of Silver Oak Wealth Management LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 11,184 shares of IWD stock, worth $2.27 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares
11,184
Previous 11,184 -0.0%
Holding current value
$2.27 Million
Previous $2.1 Billion 3.23%
% of portfolio
0.41%
Previous 0.46%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
BUY
$182.82 - $196.21 $32,724 - $35,121
179 Added 1.63%
11,184 $2.1 Billion
Q4 2023

Feb 14, 2024
BUY
$143.69 - $165.7 $1.58 Million - $1.82 Million
11,005 New
11,005 $1.82 Billion

Others Institutions Holding IWD

# of Institutions
1,949
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
Track This Portfolio

Track Silver Oak Wealth Management LLC Portfolio

Follow Silver Oak Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Silver Oak Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Silver Oak Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email