One Wealth Management Investment & Advisory Services, LLC Ishares Tr Transaction History

One Wealth Management Investment & Advisory Services, LLC

$57 Billion
Q3 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$89.41 - $92.64 $268 - $277	-3 Reduced 0.01%	24,946 $2.29 Billion
Q1 2024 May 14, 2024	BUY	$91.2 - $93.98 $504,153 - $519,521	5,528 Added 28.46%	24,949 $2.31 Billion
Q4 2023 Jan 25, 2024	BUY	$85.82 - $94.55 $1.67 Million - $1.84 Million	19,421 New	19,421 $1.83 Billion

Others Institutions Holding MBB

# of Institutions

944

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.86 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.21 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.54 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.78 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.69 Billion
0.72% of portfolio

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About ISHARES TR

Ticker MBB
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