Silver Oak Wealth Advisors Services, LLC Ishares Tr Transaction History

Silver Oak Wealth Advisors Services, LLC

  • $152 Billion
  • Q3 2025

A detailed history of Silver Oak Wealth Advisors Services, LLC transactions in Ishares Tr stock. As of the latest transaction made, Silver Oak Wealth Advisors Services, LLC holds 1,815 shares of SHV stock, worth $200,176. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,815
Previous 2,405 24.53%
Holding current value
$200,176
Previous $266 Million 24.48%
% of portfolio
0.13%
Previous 0.19%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 23, 2025
SELL
$110.06 - $110.49 $64,935 - $65,189
-590 Reduced 24.53%
1,815 $201 Million
Q2 2025

Jul 30, 2025
BUY
$110.06 - $110.46 $7,594 - $7,621
69 Added 2.95%
2,405 $266 Million
Q1 2025

Apr 28, 2025
SELL
$110.11 - $110.51 $227,046 - $227,871
-2,062 Reduced 46.88%
2,336 $258 Million
Q4 2024

Mar 13, 2025
BUY
$109.92 - $110.57 $483,428 - $486,286
4,398 New
4,398 $484 Million

Others Institutions Holding SHV

# of Institutions
782
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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