One Ascent Wealth Management LLC Ishares Expanded Tech Software Transaction History
One Ascent Wealth Management LLC
- $177 Million
- Q3 2025
A detailed history of One Ascent Wealth Management LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, One Ascent Wealth Management LLC holds 37,927 shares of IGV stock, worth $4.07 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
37,927Holding current value
$4.07 Million% of portfolio
2.47%Shares
1 transactions
Others Institutions Holding IGV
# of Institutions
758Shares Held
56.1MCall Options Held
3.07MPut Options Held
6.16M-
Bank Of America Corp Charlotte, NC5.13MShares$551 Million0.04% of portfolio
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Morgan Stanley New York, NY3.64MShares$392 Million0.03% of portfolio
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Jpmorgan Chase & CO New York, NY2.73MShares$294 Million0.02% of portfolio
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Migdal Insurance & Financial Holdings Ltd.2.72MShares$292 Million3.37% of portfolio
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Goldman Sachs Group Inc New York, NY2.22MShares$238 Million0.03% of portfolio