Shared Vision Wealth Group LLC Ishares Morningstar Value ETF Transaction History
Shared Vision Wealth Group LLC
- $172 Billion
- Q2 2024
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 8,255 shares of ILCV stock, worth $678,313. This represents 0.37% of its overall portfolio holdings.
Number of Shares
8,255
Previous 8,190
0.79%
Holding current value
$678,313
Previous $629 Million
0.09%
% of portfolio
0.37%
Previous 0.39%
Shares
2 transactions
Others Institutions Holding ILCV
# of Institutions
132Shares Held
8.29MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY971KShares$79.8 Million0.81% of portfolio
-
Bank Of America Corp Charlotte, NC879KShares$72.2 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA817KShares$67.1 Million3.48% of portfolio
-
Matrix Trust CO815KShares$67 Million14.05% of portfolio
-
Ubs Group Ag502KShares$41.3 Million0.01% of portfolio