Shared Vision Wealth Group LLC Ishares Tr Russell 1000 ETF Transaction History

Shared Vision Wealth Group LLC

$200 Billion
Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 1,307 shares of IWB stock, worth $457,057. This represents 0.23% of its overall portfolio holdings.

Number of Shares

1,307

Previous 1,233 6.0%

Holding current value

$457,057

Previous $378 Million 20.04%

% of portfolio

0.23%

Previous 0.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$272.36 - $339.57 $20,154 - $25,128	74 Added 6.0%	1,307 $454 Million
Q1 2025 May 02, 2025	BUY	$302.31 - $337.54 $97,948 - $109,362	324 Added 35.64%	1,233 $378 Million
Q4 2024 Feb 06, 2025	SELL	$311.11 - $335.64 $2,799 - $3,020	-9 Reduced 0.98%	909 $293 Million
Q3 2024 Nov 12, 2024	SELL	$283.28 - $314.39 $283 - $314	-1 Reduced 0.11%	918 $289 Million
Q2 2024 Jul 23, 2024	BUY	$272.21 - $298.72 $23,682 - $25,988	87 Added 10.46%	919 $273 Million
Q1 2024 May 06, 2024	BUY	$257.46 - $288.1 $257 - $288	1 Added 0.12%	832 $240 Million
Q4 2023 Feb 07, 2024	BUY	$225.16 - $263.17 $187,107 - $218,694	831 New	831 $218 Million

Others Institutions Holding IWB

# of Institutions

1,538

Shares Held

97.2M

Call Options Held

66.9K

Put Options Held

199K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

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Shared Vision Wealth Group LLC Ishares Tr Russell 1000 ETF Transaction History