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 $560,980. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,599
Previous 26,743
75.32%
Holding current value
$560,980
Previous $2.18 Million
74.75%
% of portfolio
0.08%
Previous 0.34%
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
179Shares Held
9.37MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY879KShares$74.8 Million0.72% of portfolio
-
Bank Of America Corp Charlotte, NC792KShares$67.3 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA703KShares$59.7 Million2.81% of portfolio
-
Matrix Trust CO700KShares$59.5 Million9.3% of portfolio
-
Ubs Group Ag501KShares$42.6 Million0.01% of portfolio