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

One Wealth Capital Management, LLC

  • $213 Billion
  • Q2 2025

A detailed history of One Wealth Capital Management, LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 19,911 shares of IVV stock, worth $13.2 Million. This represents 5.8% of its overall portfolio holdings.

Number of Shares
19,911
Previous 30,437 34.58%
Holding current value
$13.2 Million
Previous $17.1 Billion 27.71%
% of portfolio
5.8%
Previous 9.18%

Shares

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

Aug 06, 2025
SELL
$498.8 - $620.9 $5.25 Million - $6.54 Million
-10,526 Reduced 34.58%
19,911 $12.4 Billion
Q1 2025

May 15, 2025
SELL
$554.06 - $615.85 $2.68 Million - $2.98 Million
-4,838 Reduced 13.72%
30,437 $17.1 Billion
Q4 2024

Jan 07, 2025
BUY
$570.51 - $610.59 $20.1 Million - $21.5 Million
35,275 New
35,275 $20.8 Billion

Others Institutions Holding IVV

# of Institutions
4,040
Shares Held
744M
Call Options Held
4.19M
Put Options Held
2.82M
View Full List

About ISHARES CORE S&P 500 ETF

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