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

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	BUY	$50.02 - $54.95 $974,289 - $1.07 Million	19,478 Added 127.43%	34,763 $1.86 Billion
Q1 2024 May 14, 2024	SELL	$47.6 - $51.96 $592,524 - $646,798	-12,448 Reduced 44.89%	15,285 $789 Million
Q4 2023 Jan 25, 2024	BUY	$45.74 - $50.64 $1.27 Million - $1.4 Million	27,733 New	27,733 $1.4 Billion

Others Institutions Holding IEMG

# of Institutions

1,875

Shares Held

1.24B

Call Options Held

137K

Put Options Held

19.1K

Bank Of America Corp Charlotte, NC

163M
Shares

$8.76 Billion
0.74% of portfolio
Morgan Stanley New York, NY

77.2M
Shares

$4.14 Billion
0.31% of portfolio
Creative Planning Overland Park, KS

70.3M
Shares

$3.77 Billion
3.75% of portfolio
Wells Fargo & Company San Francisco, CA

46.3M
Shares

$2.48 Billion
0.57% of portfolio
Tiaa Trust, National Association Charlotte, NC

42.8M
Shares

$2.3 Billion
6.89% of portfolio

View Full List

About ISHARES INC

Ticker IEMG
Sector ETFs
Industry ETFs

More about IEMG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Management Investment & Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Management Investment & Advisory Services, LLC with notifications on news.

Account