One Wealth Advisors, LLC IVV Holdings History
One Wealth Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, One Wealth Advisors, LLC held 35,763.00 shares of iShares Core S&P 500 ETF(IVV), totaling $20.09 Mil. This investment constitutes 3% of their stock portfolio, and One Wealth Advisors, LLC now holds 0% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2020Q4. And since then One Wealth Advisors, LLC has made 14 purchases of IVV, at an average price of $430.48, for a total of 40,305.00 shares. In addition, there have been 4 sales at an average price of $548.86 for 4,542.00 shares. Based on historical transaction data and IVV's current price of $628.54, One Wealth Advisors, LLC's estimated gain on his IVV holdings is $7.62 Mil, reflecting a 43.92% gain to date.
One Wealth Advisors, LLC IVV ($628.54) Holding Chart
One Wealth Advisors, LLC IVV ($628.54) 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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