One Wealth Advisors, LLC Ishares Tr Transaction History

One Wealth Advisors, LLC

  • $639 Million
  • Q3 2024

A detailed history of One Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, One Wealth Advisors, LLC holds 7,710 shares of IYE stock, worth $383,572. This represents 0.06% of its overall portfolio holdings.

Number of Shares
7,710
Previous 7,337 5.08%
Holding current value
$383,572
Previous $352,000 1.42%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 16, 2024
BUY
$44.44 - $49.18 $16,576 - $18,344
373 Added 5.08%
7,710 $357,000
Q2 2024

Aug 13, 2024
SELL
$46.21 - $51.17 $27,587 - $30,548
-597 Reduced 7.52%
7,337 $352,000
Q1 2024

Apr 15, 2024
SELL
$41.9 - $49.4 $257,182 - $303,217
-6,138 Reduced 43.62%
7,934 $391,000
Q4 2023

Feb 13, 2024
BUY
$42.54 - $48.28 $598,622 - $679,396
14,072 New
14,072 $620,000
Q1 2023

May 15, 2023
SELL
$40.63 - $49.07 $205,790 - $248,539
-5,065 Reduced 36.98%
8,630 $377,000
Q4 2022

Feb 14, 2023
BUY
$41.43 - $50.5 $567,383 - $691,597
13,695 New
13,695 $636,000

Others Institutions Holding IYE

# of Institutions
316
Shares Held
14.3M
Call Options Held
16.3K
Put Options Held
1.6K
View Full List

About ISHARES TR

IYE Quotes by TradingView
  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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