Silver Oak Wealth Management LLC Ishares Russell 3000 ETF Transaction History

Silver Oak Wealth Management LLC

  • $638 Billion
  • Q4 2025

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 3,666 shares of IWV stock, worth $1.39 Million. This represents 0.22% of its overall portfolio holdings.

Number of Shares
3,666
Previous 3,859 5.0%
Holding current value
$1.39 Million
Previous $1.46 Billion 3.02%
% of portfolio
0.22%
Previous 0.25%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 28, 2026
SELL
$371.33 - $389.89 $71,666 - $75,248
-193 Reduced 5.0%
3,666 $1.42 Billion
Q2 2025

Jul 29, 2025
SELL
$281.67 - $351.0 $14,365 - $17,901
-51 Reduced 1.3%
3,859 $1.35 Billion
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
956
Shares Held
26.7M
Call Options Held
22K
Put Options Held
5.3K
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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