Silver Oak Wealth Management LLC Ishares Russell2000 Val ETF Transaction History
Silver Oak Wealth Management LLC
- $403 Billion
- Q1 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 7,569 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
Others Institutions Holding IWN
# of Institutions
1,006Shares Held
59.9MCall Options Held
468KPut Options Held
254K-
Bank Of America Corp Charlotte, NC6.24MShares$1.03 Billion0.09% of portfolio
-
Morgan Stanley New York, NY6.07MShares$1 Billion0.08% of portfolio
-
Tiaa Trust, National Association Charlotte, NC2.59MShares$426 Million1.26% of portfolio
-
Tiaa, Fsb St. Louis, MO2.5MShares$411 Million1.27% of portfolio
-
Jones Financial Companies Lllp2.35MShares$387 Million0.51% of portfolio