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

Silver Oak Wealth Management LLC

  • $593 Billion
  • Q3 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 11,234 shares of IWD stock, worth $2.3 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares
11,234
Previous 11,184 0.45%
Holding current value
$2.3 Million
Previous $2.17 Billion 5.29%
% of portfolio
0.39%
Previous 0.41%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 24, 2025
BUY
$192.76 - $203.86 $9,638 - $10,193
50 Added 0.45%
11,234 $2.29 Billion
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
1,992
Shares Held
265M
Call Options Held
342K
Put Options Held
5.28M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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