SILVER OAK WEALTH ADVISORS SERVICES, LLC JKH Holdings History
SILVER OAK WEALTH ADVISORS SERVICES, LLC's iShares Morningstar Mid-Cap Growth ETF Holding Summary
As of 2025-03-31, SILVER OAK WEALTH ADVISORS SERVICES, LLC held 102,406.00 shares of iShares Morningstar Mid-Cap Growth ETF(JKH), totaling $7.31 Mil. This investment constitutes 6.52% of their stock portfolio, and SILVER OAK WEALTH ADVISORS SERVICES, LLC now holds -% of the outstanding iShares Morningstar Mid-Cap Growth ETF(JKH) stock.
The initial trade took place in 2024Q4. And since then SILVER OAK WEALTH ADVISORS SERVICES, LLC has made 1 purchases of JKH, at an average price of $76.58, for a total of 102,406.00 shares. Based on historical transaction data and JKH's current price of $374.17, SILVER OAK WEALTH ADVISORS SERVICES, LLC's estimated gain on his JKH holdings is $30.48 Mil, reflecting a 388.62% gain to date.
SILVER OAK WEALTH ADVISORS SERVICES, LLC JKH ($374.17) Holding Chart
SILVER OAK WEALTH ADVISORS SERVICES, LLC JKH ($374.17) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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