Position history for OneDigital Investment Advisors LLC's holdings in ISHARES TR
OneDigital Investment Advisors LLC holds 965,589 shares of IVE (ISHARES TR), worth $203.9M as of 2026-Q1. The position was decreased (-2.5% shares). IVE represents 2.0% of OneDigital Investment Advisors LLC's portfolio.
Current Value
$203.9M
Current Shares
965,589
Total Value Change
+$123.9M
Total Shares Change
+526,012
Other major holders of IVE: BNP PARIBAS FINANCIAL MARKETS, Kestra Advisory Services, LLC
Decreased |
| 965,589 |
-2.5% |
| $203.9M |
| 2.0% |
| $219.98 |
0 |
| 2025-Q4 | Increased | 989,897 | +37.9% | $209.9M | 2.1% | $213.56 | 69 |
| 2025-Q3 | Increased | 718,063 | +4.3% | $148.3M | 1.5% | $204.84 | 50 |
| 2025-Q2 | Increased | 688,175 | +4.3% | $134.5M | 1.5% | $192.62 | 50 |
| 2025-Q1 | Increased | 660,120 | +49.3% | $125.8M | 1.5% | $186.32 | 66 |
| 2024-Q4 | Decreased | 442,029 | -0.9% | $84.4M | 1.0% | $187.40 | 0 |
| 2024-Q3 | Increased | 445,878 | +1.4% | $87.9M | 1.0% | $192.13 | 48 |
| 2024-Q2 | Increased | 439,577 | +33.5% | $80M | 1.0% | $176.93 | 54 |