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 7,569 shares of IWN stock, worth $1.25 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares
7,569
Previous 8,065 6.15%
Holding current value
$1.25 Million
Previous $1.25 Billion 4.05%
% of portfolio
0.3%
Previous 0.34%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL2000 VAL ETF


  • Ticker IWN
  • Sector ETFs
  • Industry ETFs
More about IWN
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.