One Wealth Advisors, LLC Ishares Tr Transaction History

One Wealth Advisors, LLC

$662 Million
Q4 2024

A detailed history of One Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, One Wealth Advisors, LLC holds 11,148 shares of IYE stock, worth $513,588. This represents 0.08% of its overall portfolio holdings.

Number of Shares

11,148

Previous 7,710 44.59%

Holding current value

$513,588

Previous $357,000 42.3%

% of portfolio

0.08%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$43.93 - $51.37 $151,031 - $176,610	3,438 Added 44.59%	11,148 $508,000
Q3 2024 Oct 16, 2024	BUY	$44.44 - $49.18 $16,576 - $18,344	373 Added 5.08%	7,710 $357,000
Q2 2024 Aug 13, 2024	SELL	$46.21 - $51.17 $27,587 - $30,548	-597 Reduced 7.52%	7,337 $352,000
Q1 2024 Apr 15, 2024	SELL	$41.9 - $49.4 $257,182 - $303,217	-6,138 Reduced 43.62%	7,934 $391,000
Q4 2023 Feb 13, 2024	BUY	$42.54 - $48.28 $598,622 - $679,396	14,072 New	14,072 $620,000
Q1 2023 May 15, 2023	SELL	$40.63 - $49.07 $205,790 - $248,539	-5,065 Reduced 36.98%	8,630 $377,000
Q4 2022 Feb 14, 2023	BUY	$41.43 - $50.5 $567,383 - $691,597	13,695 New	13,695 $636,000

Others Institutions Holding IYE

# of Institutions

342

Shares Held

15.4M

Call Options Held

9.8K

Put Options Held

1.1K

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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One Wealth Advisors, LLC Ishares Tr Transaction History