One Wealth Management Investment & Advisory Services, LLC Ishares S&P 500 Value ETF Transaction History

One Wealth Management Investment & Advisory Services, LLC

  • $251 Billion
  • Q2 2024

A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 15,633 shares of IVE stock, worth $3.04 Million. This represents 1.13% of its overall portfolio holdings.

Number of Shares
15,633
Previous 15,096 3.56%
Holding current value
$3.04 Million
Previous $2.82 Billion 0.9%
% of portfolio
1.13%
Previous 1.15%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
BUY
$176.58 - $186.7 $94,823 - $100,257
537 Added 3.56%
15,633 $2.85 Billion
Q1 2024

May 14, 2024
BUY
$171.09 - $186.81 $2.58 Million - $2.82 Million
15,096 New
15,096 $2.82 Billion

Others Institutions Holding IVE

# of Institutions
1,477
Shares Held
141M
Call Options Held
105K
Put Options Held
10.8K
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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