Silver Oak Wealth Management LLC Ishares Russell 3000 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 3000 ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 3,910 shares of IWV stock, worth $1.33 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares
3,910
Previous 4,035 3.1%
Holding current value
$1.33 Million
Previous $1.25 Billion 2.57%
% of portfolio
0.29%
Previous 0.3%

Shares

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

Nov 01, 2024
SELL
$294.75 - $326.73 $36,843 - $40,841
-125 Reduced 3.1%
3,910 $1.28 Billion
Q4 2023

Feb 14, 2024
BUY
$234.36 - $274.87 $945,642 - $1.11 Million
4,035 New
4,035 $1.1 Billion

Others Institutions Holding IWV

# of Institutions
851
Shares Held
26.8M
Call Options Held
19.5K
Put Options Held
3K
View Full List

About ISHARES RUSSELL 3000 ETF

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