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

One Wealth Capital Management, LLC

  • $213 Billion
  • Q2 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 30,477 shares of IVE stock, worth $6.24 Million. This represents 2.8% of its overall portfolio holdings.

Number of Shares
30,477
Previous 27,115 12.4%
Holding current value
$6.24 Million
Previous $5.17 Billion 15.25%
% of portfolio
2.8%
Previous 2.77%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 06, 2025
BUY
$168.34 - $195.42 $565,959 - $657,002
3,362 Added 12.4%
30,477 $5.96 Billion
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
1,711
Shares Held
166M
Call Options Held
93.3K
Put Options Held
41K
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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