One Wealth Capital Management, LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 73,988 shares of IVW stock, worth $7.54 Million. This represents 3.68% of its overall portfolio holdings.
Number of Shares
73,988
Previous 75,723
2.29%
Holding current value
$7.54 Million
Previous $7.69 Billion
10.66%
% of portfolio
3.68%
Previous 3.9%
Shares
2 transactions
Others Institutions Holding IVW
# of Institutions
2,025Shares Held
426MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$4.9 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.47 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.36 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$1.93 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$1.92 Billion0.14% of portfolio