One Wealth Advisors, LLC Ishares Expanded Tech Sector E Transaction History

One Wealth Advisors, LLC

$646 Million
Q1 2025

A detailed history of One Wealth Advisors, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, One Wealth Advisors, LLC holds 13,080 shares of IGM stock, worth $1.35 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

13,080

Previous 9,267 41.15%

Holding current value

$1.35 Million

Previous $946,000 25.26%

% of portfolio

0.18%

Previous 0.14%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	$90.67 - $108.46 $345,724 - $413,557	3,813 Added 41.15%	13,080 $1.19 Million
Q4 2024 Jan 24, 2025	SELL	$94.19 - $106.95 $6,404 - $7,272	-68 Reduced 0.73%	9,267 $946,000
Q3 2024 Oct 16, 2024	SELL	$84.03 - $98.62 $65,291 - $76,627	-777 Reduced 7.68%	9,335 $895,000
Q2 2024 Aug 13, 2024	BUY	$80.02 - $95.38 $204,211 - $243,409	2,552 Added 33.76%	10,112 $953,000
Q1 2024 Apr 15, 2024	BUY	$84.27 - $516.87 $530,901 - $3.26 Million	6,300 Added 500.0%	7,560 $651,000
Q4 2023 Feb 13, 2024	SELL	$365.86 - $450.72 $9,512 - $11,718	-26 Reduced 2.02%	1,260 $564,000
Q3 2023 Nov 01, 2023	SELL	$376.08 - $412.97 $149,303 - $163,949	-397 Reduced 23.59%	1,286 $491,000
Q2 2023 Aug 14, 2023	BUY	$325.63 - $395.58 $651 - $791	2 Added 0.12%	1,683 $661,000
Q1 2023 May 15, 2023	SELL	$275.98 - $339.32 $22,354 - $27,484	-81 Reduced 4.6%	1,681 $570,000
Q4 2022 Feb 14, 2023	SELL	$44.41 - $306.86 $33,884 - $234,134	-763 Reduced 30.22%	1,762 $493,000
Q3 2022 Nov 14, 2022	BUY	$46.07 - $58.66 $116,326 - $148,116	2,525 New	2,525 $698,000
Q2 2022 Aug 15, 2022	SELL	$47.75 - $66.17 $67,614 - $93,696	-1,416 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$57.01 - $73.7 $80,726 - $104,359	1,416 New	1,416 $550,000

Others Institutions Holding IGM

# of Institutions

469

Shares Held

28.2M

Call Options Held

49.7K

Put Options Held

15.7K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Advisors, LLC with notifications on news.

Account

One Wealth Advisors, LLC Ishares Expanded Tech Sector E Transaction History