One Wealth Advisors, LLC Ishares S&P 500 Growth ETF Transaction History
One Wealth Advisors, LLC
- $673 Million
- Q2 2025
A detailed history of One Wealth Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, One Wealth Advisors, LLC holds 212,095 shares of IVW stock, worth $25.4 Million. This represents 3.47% of its overall portfolio holdings.
Number of Shares
212,095
Previous 237,552
10.72%
Holding current value
$25.4 Million
Previous $22.1 Million
5.9%
% of portfolio
3.47%
Previous 3.41%
Shares
10 transactions
Others Institutions Holding IVW
# of Institutions
2,101Shares Held
423MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.43 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.25 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.07 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.24 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.23 Billion0.72% of portfolio