One Wealth Advisors, LLC Ishares Core S&P 500 ETF Transaction History
One Wealth Advisors, LLC
- $662 Million
- Q4 2024
A detailed history of One Wealth Advisors, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, One Wealth Advisors, LLC holds 38,379 shares of IVV stock, worth $22.8 Million. This represents 3.41% of its overall portfolio holdings.
Number of Shares
38,379
Previous 35,215
8.98%
Holding current value
$22.8 Million
Previous $20.3 Million
11.22%
% of portfolio
3.41%
Previous 3.18%
Shares
17 transactions
Others Institutions Holding IVV
# of Institutions
3,849Shares Held
761MCall Options Held
1.94MPut Options Held
2.31M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc33.5MShares$19.9 Billion6.55% of portfolio
-
Northwestern Mutual Wealth Management CO30.5MShares$18.1 Billion15.25% of portfolio
-
Morgan Stanley New York, NY27.9MShares$16.6 Billion1.18% of portfolio
-
Marshall Wace, LLP London, X023.6MShares$14 Billion17.72% of portfolio