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

Shared Vision Wealth Group LLC

  • $172 Billion
  • Q2 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 46,445 shares of IVV stock, worth $26.7 Million. This represents 14.79% of its overall portfolio holdings.

Number of Shares
46,445
Previous 55,415 16.19%
Holding current value
$26.7 Million
Previous $29.1 Billion 12.76%
% of portfolio
14.79%
Previous 18.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 23, 2024
SELL
$497.53 - $549.64 $4.46 Million - $4.93 Million
-8,970 Reduced 16.19%
46,445 $25.4 Billion
Q1 2024

May 06, 2024
SELL
$469.56 - $525.73 $2.05 Million - $2.3 Million
-4,376 Reduced 7.32%
55,415 $29.1 Billion
Q4 2023

Feb 07, 2024
BUY
$412.55 - $479.0 $24.7 Million - $28.6 Million
59,791 New
59,791 $28.6 Billion

Others Institutions Holding IVV

# of Institutions
3,328
Shares Held
659M
Call Options Held
715K
Put Options Held
951K
View Full List

About ISHARES CORE S&P 500 ETF

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