One Wealth Advisors, LLC Ishares Tr Transaction History

One Wealth Advisors, LLC

$639 Million
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$60.83 - $309.78 $135,103 - $688,021	2,221 Added 198.48%	3,340 $206,000
Q4 2023 Feb 13, 2024	SELL	$257.23 - $286.28 $563,848 - $627,525	-2,192 Reduced 66.2%	1,119 $320,000
Q3 2023 Nov 01, 2023	SELL	$270.07 - $286.44 $123,962 - $131,475	-459 Reduced 12.18%	3,311 $894,000
Q2 2023 Aug 14, 2023	BUY	$267.13 - $285.74 $103,913 - $111,152	389 Added 11.51%	3,770 $1.06 Million
Q1 2023 May 15, 2023	BUY	$260.66 - $283.72 $38,056 - $41,423	146 Added 4.51%	3,381 $923,000
Q4 2022 Feb 14, 2023	BUY	$50.9 - $291.18 $9,111 - $52,121	179 Added 5.86%	3,235 $917,000
Q3 2022 Nov 14, 2022	BUY	$50.54 - $281.89 $111,188 - $620,158	2,200 Added 257.01%	3,056 $773,000
Q2 2022 Aug 15, 2022	SELL	$249.77 - $300.0 $382,397 - $459,300	-1,531 Reduced 64.14%	856 $230,000
Q1 2022 May 16, 2022	BUY	$266.13 - $297.6 $635,252 - $710,371	2,387 New	2,387 $689,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

About ISHARES TR

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