Silver Oak Wealth Management LLC Ishares Russell 2000 Gwt ETF Transaction History

Silver Oak Wealth Management LLC

  • $446 Billion
  • Q3 2024

A detailed history of Silver Oak Wealth Management LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 5,059 shares of IWO stock, worth $1.47 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
5,059
Previous 5,055 0.08%
Holding current value
$1.47 Million
Previous $1.33 Billion 8.24%
% of portfolio
0.32%
Previous 0.32%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024
BUY
$256.4 - $289.78 $1,025 - $1,159
4 Added 0.08%
5,059 $1.44 Billion
Q2 2024

Aug 08, 2024
SELL
$245.29 - $268.7 $10,547 - $11,554
-43 Reduced 0.84%
5,055 $1.33 Billion
Q1 2024

May 07, 2024
SELL
$239.5 - $270.8 $26,345 - $29,788
-110 Reduced 2.11%
5,098 $1.38 Billion
Q4 2023

Feb 14, 2024
BUY
$204.07 - $257.57 $1.06 Million - $1.34 Million
5,208 New
5,208 $1.31 Billion

Others Institutions Holding IWO

# of Institutions
1,058
Shares Held
32.3M
Call Options Held
178K
Put Options Held
176K
View Full List

About ISHARES RUSSELL 2000 GWT ETF

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