One Wealth Capital Management, LLC Ishares S&P 500 Value ETF Transaction History

One Wealth Capital Management, LLC

  • $186 Billion
  • Q1 2025

A detailed history of One Wealth Capital Management, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 27,115 shares of IVE stock, worth $5.1 Million. This represents 2.77% of its overall portfolio holdings.

Number of Shares
27,115
Previous 15,229 78.05%
Holding current value
$5.1 Million
Previous $2.91 Billion 77.77%
% of portfolio
2.77%
Previous 1.47%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
BUY
$185.78 - $198.58 $2.21 Million - $2.36 Million
11,886 Added 78.05%
27,115 $5.17 Billion
Q4 2024

Jan 07, 2025
BUY
$189.5 - $206.17 $2.89 Million - $3.14 Million
15,229 New
15,229 $2.91 Billion

Others Institutions Holding IVE

# of Institutions
1,694
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

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