Shared Vision Wealth Group LLC Ishares Tr Esg Advanced Total Transaction History

Shared Vision Wealth Group LLC

$200 Billion
Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 20,410 shares of EUSB stock, worth $886,406. This represents 0.44% of its overall portfolio holdings.

Number of Shares

20,410

Previous 28,023 27.17%

Holding current value

$886,406

Previous $1.21 Billion 27.17%

% of portfolio

0.44%

Previous 0.66%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$42.54 - $43.56 $323,857 - $331,622	-7,613 Reduced 27.17%	20,410 $884 Million
Q4 2024 Feb 06, 2025	BUY	$42.39 - $44.29 $3,306 - $3,454	78 Added 0.28%	28,023 $1.19 Billion
Q3 2024 Nov 12, 2024	BUY	$42.09 - $44.64 $3,156 - $3,348	75 Added 0.27%	27,945 $1.24 Billion
Q2 2024 Jul 23, 2024	BUY	$41.57 - $42.82 $677,591 - $697,966	16,300 Added 140.88%	27,870 $1.19 Billion
Q1 2024 May 06, 2024	SELL	$42.24 - $43.27 $95,884 - $98,222	-2,270 Reduced 16.4%	11,570 $496 Million
Q4 2023 Feb 07, 2024	BUY	$39.96 - $43.44 $553,046 - $601,209	13,840 New	13,840 $599 Million

Others Institutions Holding EUSB

# of Institutions

181

Shares Held

13.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

More about EUSB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Account

Shared Vision Wealth Group LLC Ishares Tr Esg Advanced Total Transaction History