Silver Oak Wealth Management LLC Ishares Russell 1000 Val ETF Transaction History
Silver Oak Wealth Management LLC
- $446 Billion
- Q3 2024
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 11,005 shares of IWD stock, worth $2.04 Million. This represents 0.47% of its overall portfolio holdings.
Number of Shares
11,005
Previous 11,005
-0.0%
Holding current value
$2.04 Million
Previous $1.92 Billion
8.79%
% of portfolio
0.47%
Previous 0.46%
Shares
1 transactions
Others Institutions Holding IWD
# of Institutions
1,716Shares Held
256MCall Options Held
606KPut Options Held
653K-
Bank Of America Corp Charlotte, NC49.4MShares$9.16 Billion0.79% of portfolio
-
Morgan Stanley New York, NY31.9MShares$5.91 Billion0.45% of portfolio
-
Goldman Sachs Group Inc New York, NY15.2MShares$2.82 Billion0.48% of portfolio
-
Financial Engines Advisors L.L.C. Santa Clara, CA9.34MShares$1.73 Billion3.64% of portfolio
-
Jpmorgan Chase & CO New York, NY8.58MShares$1.59 Billion0.13% of portfolio