One Wealth Advisors, LLC Ishares Tr Transaction History

One Wealth Advisors, LLC

$730 Million
Q3 2025

A detailed history of One Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, One Wealth Advisors, LLC holds 3,427 shares of ITA stock, worth $725,701. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,427

Holding current value

$725,701

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2025 Nov 03, 2025	BUY	$184.73 - $209.26 $633,069 - $717,134	3,427 New	3,427 $717,000

Others Institutions Holding ITA

# of Institutions

931

Shares Held

27.3M

Call Options Held

1.04M

Put Options Held

444K

Envestnet Asset Management Inc

4.78M
Shares

$1.01 Billion
0.31% of portfolio
Bank Of America Corp Charlotte, NC

3M
Shares

$636 Million
0.04% of portfolio
Morgan Stanley New York, NY

1.84M
Shares

$389 Million
0.02% of portfolio
Lpl Financial LLC Fort Mill, SC

1.49M
Shares

$316 Million
0.1% of portfolio
Wells Fargo & Company San Francisco, CA

893K
Shares

$189 Million
0.04% of portfolio

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

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One Wealth Advisors, LLC Ishares Tr Transaction History