Shared Vision Wealth Group LLC Ishares S&P 500 Value ETF Transaction History

Shared Vision Wealth Group LLC

  • $183 Billion
  • Q1 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 21,953 shares of IVE stock, worth $4.18 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
21,953
Previous 16,563 32.54%
Holding current value
$4.18 Million
Previous $3.16 Billion 32.33%
% of portfolio
2.28%
Previous 1.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$185.78 - $198.58 $1 Million - $1.07 Million
5,390 Added 32.54%
21,953 $4.18 Billion
Q4 2024

Feb 06, 2025
BUY
$189.5 - $206.17 $75,042 - $81,643
396 Added 2.45%
16,563 $3.16 Billion
Q3 2024

Nov 12, 2024
BUY
$181.06 - $197.17 $23,899 - $26,026
132 Added 0.82%
16,167 $3.19 Billion
Q2 2024

Jul 23, 2024
BUY
$176.58 - $186.7 $253,568 - $268,101
1,436 Added 9.84%
16,035 $2.92 Billion
Q1 2024

May 06, 2024
BUY
$171.09 - $186.81 $2.5 Million - $2.73 Million
14,599 New
14,599 $2.73 Billion

Others Institutions Holding IVE

# of Institutions
1,696
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
Track This Portfolio

Track Shared Vision Wealth Group LLC Portfolio

Follow Shared Vision Wealth Group LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email