One Wealth Advisors, LLC IVE Holdings History
One Wealth Advisors, LLC's iShares S&P 500 Value ETF Holding Summary
As of 2025-03-31, One Wealth Advisors, LLC held 74,003.00 shares of iShares S&P 500 Value ETF(IVE), totaling $14.10 Mil. This investment constitutes 2.11% of their stock portfolio, and One Wealth Advisors, LLC now holds 0.04% of the outstanding iShares S&P 500 Value ETF(IVE) stock.
The initial trade took place in 2022Q1. And since then One Wealth Advisors, LLC has made 9 purchases of IVE, at an average price of $179.77, for a total of 79,345.00 shares. In addition, there have been 4 sales at an average price of $156.49 for 5,342.00 shares. Based on historical transaction data and IVE's current price of $197.76, One Wealth Advisors, LLC's estimated gain on his IVE holdings is $1.21 Mil, reflecting a 8.46% gain to date.
One Wealth Advisors, LLC IVE ($197.76) Holding Chart
One Wealth Advisors, LLC IVE ($197.76) 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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