One Wealth Capital Management, LLC Ishares Core S&P 500 ETF Transaction History

One Wealth Capital Management, LLC

  • $186 Billion
  • Q1 2025

A detailed history of One Wealth Capital Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 30,437 shares of IVV stock, worth $17.8 Million. This represents 9.18% of its overall portfolio holdings.

Number of Shares
30,437
Previous 35,275 13.72%
Holding current value
$17.8 Million
Previous $20.8 Billion 17.64%
% of portfolio
9.18%
Previous 10.53%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
$554.06 - $615.85 $2.68 Million - $2.98 Million
-4,838 Reduced 13.72%
30,437 $17.1 Billion
Q4 2024

Jan 07, 2025
BUY
$570.51 - $610.59 $20.1 Million - $21.5 Million
35,275 New
35,275 $20.8 Billion

Others Institutions Holding IVV

# of Institutions
3,918
Shares Held
822M
Call Options Held
15.3M
Put Options Held
4M
View Full List

About ISHARES CORE S&P 500 ETF

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