Silver Oak Wealth Management LLC Ishares S&P 500 Value ETF Transaction History

Silver Oak Wealth Management LLC

  • $593 Billion
  • Q3 2025

A detailed history of Silver Oak Wealth Management LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 97,059 shares of IVE stock, worth $20.3 Million. This represents 3.38% of its overall portfolio holdings.

Number of Shares
97,059
Previous 98,587 1.55%
Holding current value
$20.3 Million
Previous $19.3 Billion 4.04%
% of portfolio
3.38%
Previous 3.62%

Shares

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

Oct 24, 2025
SELL
$194.44 - $206.51 $297,104 - $315,547
-1,528 Reduced 1.55%
97,059 $20 Billion
Q2 2025

Jul 29, 2025
BUY
$168.34 - $195.42 $144,267 - $167,474
857 Added 0.88%
98,587 $19.3 Billion
Q1 2025

Apr 30, 2025
BUY
$185.78 - $198.58 $560,312 - $598,917
3,016 Added 3.18%
97,730 $18.6 Billion
Q4 2024

Jan 31, 2025
BUY
$189.5 - $206.17 $164,675 - $179,161
869 Added 0.93%
94,714 $18.1 Billion
Q3 2024

Nov 01, 2024
SELL
$181.06 - $197.17 $56,309 - $61,319
-311 Reduced 0.33%
93,845 $18.5 Billion
Q2 2024

Aug 08, 2024
SELL
$176.58 - $186.7 $110,715 - $117,060
-627 Reduced 0.66%
94,156 $17.1 Billion
Q1 2024

May 07, 2024
SELL
$171.09 - $186.81 $616,779 - $673,450
-3,605 Reduced 3.66%
94,783 $17.7 Billion
Q4 2023

Feb 14, 2024
BUY
$147.64 - $174.21 $14.5 Million - $17.1 Million
98,388 New
98,388 $17.1 Billion

Others Institutions Holding IVE

# of Institutions
1,766
Shares Held
168M
Call Options Held
67.9K
Put Options Held
38.7K
View Full List

About ISHARES S&P 500 VALUE ETF

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