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

One Wealth Management Investment & Advisory Services, LLC

  • $86.1 Billion
  • Q3 2025

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 6,481 shares of IVW stock, worth $784,460. This represents 0.91% of its overall portfolio holdings.

Number of Shares
6,481
Previous 6,554 1.11%
Holding current value
$784,460
Previous $722 Million 8.42%
% of portfolio
0.91%
Previous 0.93%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
$108.97 - $121.65 $7,954 - $8,880
-73 Reduced 1.11%
6,481 $782 Million
Q2 2025

Jul 22, 2025
SELL
$82.96 - $110.1 $4,728 - $6,275
-57 Reduced 0.86%
6,554 $722 Million
Q1 2025

May 08, 2025
SELL
$92.45 - $106.69 $5,916 - $6,828
-64 Reduced 0.96%
6,611 $614 Million
Q4 2024

Jan 21, 2025
SELL
$94.43 - $105.47 $5,476 - $6,117
-58 Reduced 0.86%
6,675 $678 Million
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
2,176
Shares Held
420M
Call Options Held
212K
Put Options Held
158K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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