One Wealth Advisors, LLC Ishares Morningstar Value ETF Transaction History
One Wealth Advisors, LLC
- $730 Million
- Q3 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 6,729 shares of ILCV stock, worth $619,202. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,729
Previous 6,599
1.97%
Holding current value
$619,202
Previous $550,000
10.0%
% of portfolio
0.08%
Previous 0.08%
Shares
3 transactions
Others Institutions Holding ILCV
# of Institutions
191Shares Held
9.49MCall Options Held
117KPut Options Held
0-
Bank Of America Corp Charlotte, NC826KShares$76 Million0.01% of portfolio
-
Equitable Holdings, Inc. New York, NY729KShares$67 Million0.51% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA663KShares$61 Million2.65% of portfolio
-
Matrix Trust CO661KShares$60.8 Million9.32% of portfolio
-
Ubs Group Ag536KShares$49.3 Million0.01% of portfolio