A detailed history of One Wealth Capital Management, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, One Wealth Capital Management, LLC holds 64,343 shares of IVW stock, worth $7.79 Million. This represents 3.48% of its overall portfolio holdings.

Number of Shares
64,343
Previous 68,151 5.59%
Holding current value
$7.79 Million
Previous $7.5 Billion 3.52%
% of portfolio
3.48%
Previous 3.52%

Shares

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

Nov 12, 2025

SELL
$108.97 - $121.65 $414,957 - $463,243
-3,808 Reduced 5.59%
64,343 $7.77 Billion
Q2 2025

Aug 06, 2025

SELL
$82.96 - $110.1 $484,237 - $642,653
-5,837 Reduced 7.89%
68,151 $7.5 Billion
Q1 2025

May 15, 2025

SELL
$92.45 - $106.69 $160,400 - $185,107
-1,735 Reduced 2.29%
73,988 $6.87 Billion
Q4 2024

Jan 07, 2025

BUY
$94.43 - $105.47 $7.15 Million - $7.99 Million
75,723 New
75,723 $7.69 Billion

Others Institutions Holding IVW

About ISHARES S&P 500 GROWTH ETF


  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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