A detailed history of One Wealth Advisors, LLC transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, One Wealth Advisors, LLC holds 5,306 shares of ITOT stock, worth $683,731. This represents 0.1% of its overall portfolio holdings.

Number of Shares
5,306
Previous 5,388 1.52%
Holding current value
$683,731
Previous $639,000 4.23%
% of portfolio
0.1%
Previous 0.14%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024

SELL
$113.41 - $125.62 $9,299 - $10,300
-82 Reduced 1.52%
5,306 $666,000
Q2 2024

Aug 13, 2024

BUY
$108.78 - $119.23 $586,106 - $642,411
5,388 New
5,388 $639,000

Others Institutions Holding ITOT

About ISHARES CORE S&P TOTAL U.S. ST


  • Ticker ITOT
  • Sector ETFs
  • Industry ETFs
More about ITOT
Track This Portfolio

Track One Wealth Advisors, LLC Portfolio

Follow One Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

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.