Shared Vision Wealth Group LLC Ishares Morningstar Value ETF Transaction History

Shared Vision Wealth Group LLC

  • $236 Billion
  • Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 9,065 shares of ILCV stock, worth $834,161. This represents 0.35% of its overall portfolio holdings.

Number of Shares
9,065
Previous 9,065 -0.0%
Holding current value
$834,161
Previous $761 Million 7.73%
% of portfolio
0.35%
Previous 0.38%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$72.16 - $83.39 $145,474 - $168,114
-2,016 Reduced 18.19%
9,065 $761 Million
Q1 2025

May 02, 2025
BUY
$79.37 - $85.24 $221,521 - $237,904
2,791 Added 33.67%
11,081 $903 Million
Q4 2024

Feb 06, 2025
BUY
$80.23 - $85.43 $2,968 - $3,160
37 Added 0.45%
8,290 $671 Million
Q3 2024

Nov 12, 2024
SELL
$75.47 - $82.2 $150 - $164
-2 Reduced 0.02%
8,253 $678 Million
Q2 2024

Jul 23, 2024
BUY
$73.1 - $77.24 $4,751 - $5,020
65 Added 0.79%
8,255 $630 Million
Q4 2023

Feb 07, 2024
BUY
$61.65 - $70.82 $504,913 - $580,015
8,190 New
8,190 $578 Million

Others Institutions Holding ILCV

# of Institutions
190
Shares Held
9.48M
Call Options Held
117K
Put Options Held
0
View Full List

About ISHARES MORNINGSTAR VALUE ETF

ILCV Quotes by TradingView
  • Ticker ILCV
  • Sector ETFs
  • Industry ETFs
More about ILCV
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