Silver Oak Wealth Management LLC Ishares Russell 2000 ETF Transaction History

Silver Oak Wealth Management LLC

  • $416 Billion
  • Q2 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 52,249 shares of IWM stock, worth $11.3 Million. This represents 2.55% of its overall portfolio holdings.

Number of Shares
52,249
Previous 52,025 0.43%
Holding current value
$11.3 Million
Previous $10.9 Billion 3.11%
% of portfolio
2.55%
Previous 2.72%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,544
Shares Held
294M
Call Options Held
232M
Put Options Held
363M
View Full List

About ISHARES RUSSELL 2000 ETF

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