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

Silver Oak Wealth Management LLC

$593 Billion
Q3 2025

A detailed history of Silver Oak Wealth Management LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Silver Oak Wealth Management LLC holds 7,412 shares of IVV stock, worth $5.01 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

7,412

Previous 7,343 0.94%

Holding current value

$5.01 Million

Previous $4.56 Billion 8.81%

% of portfolio

0.84%

Previous 0.86%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	BUY	$620.67 - $670.08 $42,826 - $46,235	69 Added 0.94%	7,412 $4.96 Billion
Q2 2025 Jul 29, 2025	SELL	$498.8 - $620.9 $70,829 - $88,167	-142 Reduced 1.9%	7,343 $4.56 Billion
Q1 2025 Apr 30, 2025	BUY	$554.06 - $615.85 $1.02 Million - $1.13 Million	1,836 Added 32.5%	7,485 $4.21 Billion
Q4 2024 Jan 31, 2025	BUY	$570.51 - $610.59 $33,660 - $36,024	59 Added 1.06%	5,649 $3.33 Billion
Q3 2024 Nov 01, 2024	SELL	$520.18 - $576.82 $15,605 - $17,304	-30 Reduced 0.53%	5,590 $3.22 Billion

Q2 2024 Aug 08, 2024	SELL	$497.53 - $549.64 $41,294 - $45,620	-83 Reduced 1.46%	5,620 $3.08 Billion
Q1 2024 May 07, 2024	SELL	$469.56 - $525.73 $23,947 - $26,812	-51 Reduced 0.89%	5,703 $3 Billion
Q4 2023 Feb 14, 2024	BUY	$412.55 - $479.0 $2.37 Million - $2.76 Million	5,754 New	5,754 $2.75 Billion

Others Institutions Holding IVV

# of Institutions

4,137

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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