One Wealth Advisors, LLC Ishares Morningstar Value ETF Transaction History

One Wealth Advisors, LLC

  • $730 Million
  • Q3 2025

A detailed history of One Wealth Advisors, LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, One Wealth Advisors, LLC holds 6,729 shares of ILCV stock, worth $619,202. This represents 0.08% of its overall portfolio holdings.

Number of Shares
6,729
Previous 6,599 1.97%
Holding current value
$619,202
Previous $550,000 10.0%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Nov 03, 2025
BUY
$82.86 - $90.02 $10,771 - $11,702
130 Added 1.97%
6,729 $605,000
Q2 2025

Jul 17, 2025
SELL
$72.16 - $83.39 $1.45 Million - $1.68 Million
-20,144 Reduced 75.32%
6,599 $550,000
Q1 2025

May 06, 2025
BUY
$79.37 - $85.24 $2.12 Million - $2.28 Million
26,743 New
26,743 $2.18 Million

Others Institutions Holding ILCV

# of Institutions
192
Shares Held
9.51M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

ILCV Quotes by TradingView
  • Ticker ILCV
  • Sector ETFs
  • Industry ETFs
More about ILCV
Track This Portfolio

Track One Wealth Advisors, LLC Portfolio

Follow One Wealth Advisors, 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 Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email