One Wealth Management Investment & Advisory Services, LLC Ishares Tr Transaction History

One Wealth Management Investment & Advisory Services, LLC

$77.6 Billion
Q2 2025

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$86.66 - $89.88 $106,418 - $110,372	-1,228 Reduced 32.44%	2,557 $226 Million
Q1 2024 May 14, 2024	BUY	$86.49 - $90.08 $119,096 - $124,040	1,377 Added 57.18%	3,785 $339 Million
Q4 2023 Jan 25, 2024	BUY	$79.71 - $89.68 $191,941 - $215,949	2,408 New	2,408 $214 Million

Others Institutions Holding EMB

# of Institutions

986

Shares Held

140M

Call Options Held

3.28M

Put Options Held

7.59M

Wells Fargo & Company San Francisco, CA

17.8M
Shares

$1.66 Billion
0.38% of portfolio
Proficio Capital Partners LLC Newton, MA

8.64M
Shares

$806 Million
3.97% of portfolio
Betterment LLC New York, NY

7.98M
Shares

$745 Million
1.71% of portfolio
Jones Financial Companies Lllp

7.74M
Shares

$723 Million
0.63% of portfolio
Jpmorgan Chase & CO New York, NY

6.52M
Shares

$609 Million
0.05% of portfolio

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About ISHARES TR

Ticker EMB
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