ONE WEALTH CAPITAL MANAGEMENT, LLC IVE Holdings History
ONE WEALTH CAPITAL MANAGEMENT, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, ONE WEALTH CAPITAL MANAGEMENT, LLC held 27,115.00 shares of iShares S&P 500 Value ETF(IVE), totaling $5.17 Mil. This investment constitutes 2.77% of their stock portfolio, and ONE WEALTH CAPITAL MANAGEMENT, LLC now holds 0.01% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2024Q4. And since then ONE WEALTH CAPITAL MANAGEMENT, LLC has made 1 purchases of IVE, at an average price of $196.24, for a total of 27,115.00 shares. Based on historical transaction data and IVE's current price of $197.34, ONE WEALTH CAPITAL MANAGEMENT, LLC's estimated gain on his IVE holdings is $29,956.37, reflecting a 0.56% gain to date.
ONE WEALTH CAPITAL MANAGEMENT, LLC IVE ($197.34) Holding Chart
ONE WEALTH CAPITAL MANAGEMENT, LLC IVE ($197.34) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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