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

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 6,733 shares of IVW stock, worth $670,000. This represents 1.13% of its overall portfolio holdings.

Number of Shares

6,733

Previous 94,689 92.89%

Holding current value

$670,000

Previous $8.76 Billion 92.64%

% of portfolio

1.13%

Previous 3.49%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$84.77 - $97.13 $7.46 Million - $8.54 Million	-87,956 Reduced 92.89%	6,733 $645 Million
Q2 2024 Aug 06, 2024	BUY	$79.31 - $93.31 $2.72 Million - $3.21 Million	34,352 Added 56.93%	94,689 $8.76 Billion
Q1 2024 May 14, 2024	BUY	$72.87 - $85.14 $1.97 Million - $2.3 Million	27,000 Added 80.99%	60,337 $5.09 Billion
Q4 2023 Jan 25, 2024	BUY	$65.78 - $75.4 $2.19 Million - $2.51 Million	33,337 New	33,337 $2.5 Billion

Others Institutions Holding IVW

# of Institutions

1,816

Shares Held

414M

Call Options Held

355K

Put Options Held

454K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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