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

Shared Vision Wealth Group LLC

  • $187 Billion
  • Q3 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 63,583 shares of IVW stock, worth $6.33 Million. This represents 3.25% of its overall portfolio holdings.

Number of Shares
63,583
Previous 67,698 6.08%
Holding current value
$6.33 Million
Previous $6.26 Billion 2.82%
% of portfolio
3.25%
Previous 3.65%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024
SELL
$84.77 - $97.13 $348,828 - $399,689
-4,115 Reduced 6.08%
63,583 $6.09 Billion
Q2 2024

Jul 23, 2024
BUY
$79.31 - $93.31 $2.17 Million - $2.55 Million
27,330 Added 67.7%
67,698 $6.26 Billion
Q1 2024

May 06, 2024
BUY
$72.87 - $85.14 $1.6 Million - $1.87 Million
21,906 Added 118.65%
40,368 $3.41 Billion
Q4 2023

Feb 07, 2024
BUY
$65.78 - $75.4 $1.21 Million - $1.39 Million
18,462 New
18,462 $1.39 Billion

Others Institutions Holding IVW

# of Institutions
1,818
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

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