Silver Oak Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Silver Oak Wealth Management LLC

  • $465 Billion
  • Q4 2024

A detailed history of Silver Oak Wealth Management LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 50,969 shares of IWM stock, worth $10.4 Million. This represents 2.42% of its overall portfolio holdings.

Number of Shares
50,969
Previous 51,890 1.77%
Holding current value
$10.4 Million
Previous $11.5 Billion 1.74%
% of portfolio
2.42%
Previous 2.57%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$216.13 - $242.4 $199,055 - $223,250
-921 Reduced 1.77%
50,969 $11.3 Billion
Q3 2024

Nov 01, 2024
SELL
$200.87 - $224.6 $72,112 - $80,631
-359 Reduced 0.69%
51,890 $11.5 Billion
Q2 2024

Aug 08, 2024
BUY
$192.84 - $209.44 $43,196 - $46,914
224 Added 0.43%
52,249 $10.6 Billion
Q1 2024

May 07, 2024
SELL
$189.48 - $210.3 $446,225 - $495,256
-2,355 Reduced 4.33%
52,025 $10.9 Billion
Q4 2023

Feb 14, 2024
BUY
$162.21 - $204.82 $8.82 Million - $11.1 Million
54,380 New
54,380 $10.9 Billion

Others Institutions Holding IWM

# of Institutions
2,949
Shares Held
302M
Call Options Held
213M
Put Options Held
497M
View Full List

About ISHARES RUSSELL 2000 ETF

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