One Wealth Advisors, LLC Ishares Morningstar Value ETF Transaction History

One Wealth Advisors, LLC

  • $673 Million
  • Q2 2025

A detailed history of One Wealth Advisors, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, One Wealth Advisors, LLC holds 6,599 shares of ILCV stock, worth $594,569. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,599
Previous 26,743 75.32%
Holding current value
$594,569
Previous $2.18 Million 74.75%
% of portfolio
0.08%
Previous 0.34%

Shares

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

Jul 17, 2025
SELL
$72.16 - $83.39 $1.45 Million - $1.68 Million
-20,144 Reduced 75.32%
6,599 $550,000
Q1 2025

May 06, 2025
BUY
$79.37 - $85.24 $2.12 Million - $2.28 Million
26,743 New
26,743 $2.18 Million

Others Institutions Holding ILCV

# of Institutions
185
Shares Held
9.4M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

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