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

One Wealth Management Investment & Advisory Services, LLC

  • $251 Billion
  • Q2 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 94,689 shares of IVW stock, worth $9.01 Million. This represents 3.49% of its overall portfolio holdings.

Number of Shares
94,689
Previous 60,337 56.93%
Holding current value
$9.01 Million
Previous $5.09 Billion 71.99%
% of portfolio
3.49%
Previous 2.09%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,784
Shares Held
429M
Call Options Held
280K
Put Options Held
217K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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