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 $4.25 Million. This represents 2.47% of its overall portfolio holdings.
Number of Shares
37,927Holding current value
$4.25 Million% of portfolio
2.47%Shares
1 transactions
Others Institutions Holding IGV
# of Institutions
768Shares Held
71MCall Options Held
4.86MPut Options Held
3.33M-
Bank Of America Corp Charlotte, NC7.89MShares$883 Million0.06% of portfolio
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Morgan Stanley New York, NY4.18MShares$468 Million0.03% of portfolio
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Two Sigma Investments, LP New York, NY3.15MShares$353 Million0.68% of portfolio
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Clal Insurance Enterprises Holdings LTD Tel Aviv, L32.78MShares$311 Million2.56% of portfolio
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Migdal Insurance & Financial Holdings Ltd.2.72MShares$305 Million3.37% of portfolio