One Wealth Management Investment & Advisory Services, LLC Ishares Core S&P 500 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 Core S&P 500 ETF stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 46,672 shares of IVV stock, worth $26.8 Million. This represents 10.16% of its overall portfolio holdings.

Number of Shares
46,672
Previous 52,309 10.78%
Holding current value
$26.8 Million
Previous $27.5 Billion 7.13%
% of portfolio
10.16%
Previous 11.26%

Shares

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

Aug 06, 2024
SELL
$497.53 - $549.64 $2.8 Million - $3.1 Million
-5,637 Reduced 10.78%
46,672 $25.5 Billion
Q1 2024

May 14, 2024
SELL
$469.56 - $525.73 $4.69 Million - $5.25 Million
-9,987 Reduced 16.03%
52,309 $27.5 Billion
Q4 2023

Jan 25, 2024
BUY
$412.55 - $479.0 $25.7 Million - $29.8 Million
62,296 New
62,296 $29.8 Billion

Others Institutions Holding IVV

# of Institutions
3,325
Shares Held
659M
Call Options Held
715K
Put Options Held
951K
View Full List

About ISHARES CORE S&P 500 ETF

IVV Quotes by TradingView
  • Ticker IVV
  • Sector ETFs
  • Industry ETFs
More about IVV
Track This Portfolio

Track One Wealth Management Investment & Advisory Services, LLC Portfolio

Follow One Wealth Management Investment & Advisory Services, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email