One Wealth Management Investment & Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History

One Wealth Management Investment & Advisory Services, LLC

$63.1 Billion
Q4 2024

A detailed history of One Wealth Management Investment & Advisory Services, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, One Wealth Management Investment & Advisory Services, LLC holds 6,675 shares of IVW stock, worth $644,337. This represents 1.07% of its overall portfolio holdings.

Number of Shares

6,675

Previous 6,733 0.86%

Holding current value

$644,337

Previous $645 Million 5.12%

% of portfolio

1.07%

Previous 1.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	SELL	$94.43 - $105.47 $5,476 - $6,117	-58 Reduced 0.86%	6,675 $678 Million
Q3 2024 Nov 06, 2024	SELL	$84.77 - $97.13 $7.46 Million - $8.54 Million	-87,956 Reduced 92.89%	6,733 $645 Million
Q2 2024 Aug 06, 2024	BUY	$79.31 - $93.31 $2.72 Million - $3.21 Million	34,352 Added 56.93%	94,689 $8.76 Billion
Q1 2024 May 14, 2024	BUY	$72.87 - $85.14 $1.97 Million - $2.3 Million	27,000 Added 80.99%	60,337 $5.09 Billion
Q4 2023 Jan 25, 2024	BUY	$65.78 - $75.4 $2.19 Million - $2.51 Million	33,337 New	33,337 $2.5 Billion

Others Institutions Holding IVW

# of Institutions

2,008

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of One Wealth Management Investment & Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on One Wealth Management Investment & Advisory Services, LLC with notifications on news.

Account

One Wealth Management Investment & Advisory Services, LLC Ishares S&P 500 Growth ETF Transaction History