Silver Oak Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History

Silver Oak Wealth Management LLC

$465 Billion
Q4 2024

A detailed history of Silver Oak Wealth Management LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 349,064 shares of IJR stock, worth $40.4 Million. This represents 8.65% of its overall portfolio holdings.

Number of Shares

349,064

Previous 333,317 4.72%

Holding current value

$40.4 Million

Previous $39 Billion 3.17%

% of portfolio

8.65%

Previous 8.75%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$113.92 - $127.38 $1.79 Million - $2.01 Million	15,747 Added 4.72%	349,064 $40.2 Billion
Q3 2024 Nov 01, 2024	BUY	$105.53 - $118.34 $1.09 Million - $1.22 Million	10,328 Added 3.2%	333,317 $39 Billion
Q2 2024 Aug 08, 2024	BUY	$102.13 - $110.88 $878,522 - $953,789	8,602 Added 2.74%	322,989 $34.5 Billion
Q1 2024 May 07, 2024	BUY	$102.35 - $110.52 $1.15 Million - $1.25 Million	11,272 Added 3.72%	314,387 $34.7 Billion
Q4 2023 Feb 14, 2024	BUY	$87.61 - $110.11 $26.6 Million - $33.4 Million	303,115 New	303,115 $32.8 Billion

Others Institutions Holding IJR

# of Institutions

2,738

Shares Held

529M

Call Options Held

947K

Put Options Held

622K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Silver Oak Wealth Management LLC Ishares Core S&P Sm Cap ETF Transaction History