Silver Oak Wealth Management LLC Ishares Russell2000 Val ETF Transaction History

Silver Oak Wealth Management LLC

$465 Billion
Q4 2024

A detailed history of Silver Oak Wealth Management LLC transactions in Ishares Russell2000 Val ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 7,445 shares of IWN stock, worth $1.13 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

7,445

Previous 7,498 0.71%

Holding current value

$1.13 Million

Previous $1.25 Billion 2.28%

% of portfolio

0.26%

Previous 0.28%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$162.69 - $181.35 $8,622 - $9,611	-53 Reduced 0.71%	7,445 $1.22 Billion
Q2 2024 Aug 08, 2024	SELL	$146.03 - $158.93 $10,368 - $11,284	-71 Reduced 0.94%	7,498 $1.14 Billion
Q1 2024 May 07, 2024	SELL	$145.61 - $158.81 $72,222 - $78,769	-496 Reduced 6.15%	7,569 $1.2 Billion
Q4 2023 Feb 14, 2024	BUY	$125.51 - $158.2 $1.01 Million - $1.28 Million	8,065 New	8,065 $1.25 Billion

Others Institutions Holding IWN

# of Institutions

1,149

Shares Held

60.4M

Call Options Held

540K

Put Options Held

149K

View Full List

About ISHARES RUSSELL2000 VAL ETF

Ticker IWN
Sector ETFs
Industry ETFs

More about IWN

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Silver Oak Wealth Management LLC Ishares Russell2000 Val ETF Transaction History