One Wealth Management Investment & Advisory Services, LLC Ishares S&P 500 Value ETF Transaction History
One Wealth Management Investment & Advisory Services, LLC
- $244 Billion
- Q1 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 15,096 shares of IVE stock, worth $2.75 Million. This represents 1.15% of its overall portfolio holdings.
Number of Shares
15,096Holding current value
$2.75 Million% of portfolio
1.15%Shares
1 transactions
Others Institutions Holding IVE
# of Institutions
1,420Shares Held
138MCall Options Held
124KPut Options Held
11.6K-
Jpmorgan Chase & CO New York, NY17.8MShares$3.24 Billion0.3% of portfolio
-
Morgan Stanley New York, NY12.2MShares$2.22 Billion0.19% of portfolio
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Envestnet Asset Management Inc12MShares$2.18 Billion0.85% of portfolio
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Bank Of America Corp Charlotte, NC7.81MShares$1.42 Billion0.14% of portfolio
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Wells Fargo & Company San Francisco, CA7.51MShares$1.37 Billion0.34% of portfolio