Integrated Wealth Concepts LLC Spdr Ser Tr Russell 1000 Core Transaction History

Integrated Wealth Concepts LLC

  • $9.24 Billion
  • Q2 2025

A detailed history of Integrated Wealth Concepts LLC transactions in Spdr Ser Tr Russell 1000 Core stock. As of the latest transaction made, Integrated Wealth Concepts LLC holds 4,125 shares of ONEY stock, worth $458,865. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,125
Previous 4,288 3.8%
Holding current value
$458,865
Previous $468,000 4.7%
% of portfolio
0.0%
Previous 0.01%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 14, 2025
SELL
$95.52 - $109.98 $15,569 - $17,926
-163 Reduced 3.8%
4,125 $446,000
Q1 2025

May 15, 2025
SELL
$106.44 - $113.12 $12,666 - $13,461
-119 Reduced 2.7%
4,288 $468,000
Q4 2024

Feb 14, 2025
BUY
$108.28 - $117.54 $36,057 - $39,140
333 Added 8.17%
4,407 $479,000
Q3 2024

Nov 14, 2024
SELL
$102.5 - $112.27 $44,792 - $49,061
-437 Reduced 9.69%
4,074 $456,000
Q2 2024

Aug 14, 2024
SELL
$102.32 - $108.08 $2.05 Million - $2.17 Million
-20,066 Reduced 81.65%
4,511 $467,000
Q1 2024

May 15, 2024
SELL
$97.18 - $108.66 $82,117 - $91,817
-845 Reduced 3.32%
24,577 $2.67 Million
Q4 2023

Feb 13, 2024
BUY
$86.22 - $101.67 $58,112 - $68,525
674 Added 2.72%
25,422 $2.56 Million
Q3 2023

Nov 15, 2023
BUY
$90.79 - $100.57 $82,800 - $91,719
912 Added 3.83%
24,748 $2.26 Million
Q2 2023

Aug 15, 2023
BUY
$88.5 - $95.33 $155,583 - $167,590
1,758 Added 7.96%
23,836 $2.27 Million
Q1 2023

May 03, 2023
BUY
$89.15 - $102.43 $314,610 - $361,475
3,529 Added 19.03%
22,078 $2.08 Million
Q4 2022

Feb 13, 2023
BUY
$84.92 - $99.03 $1.58 Million - $1.84 Million
18,549 New
18,549 $1.74 Million

Others Institutions Holding ONEY

# of Institutions
115
Shares Held
6.81M
Call Options Held
0
Put Options Held
0
View Full List

About SPDR SER TR RUSSELL 1000 CORE

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