Shared Vision Wealth Group LLC Ishares S&P 100 ETF Transaction History

Shared Vision Wealth Group LLC

  • $172 Billion
  • Q2 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 5,252 shares of OEF stock, worth $1.4 Million. This represents 0.81% of its overall portfolio holdings.

Number of Shares
5,252
Previous 5,092 3.14%
Holding current value
$1.4 Million
Previous $1.26 Billion 10.19%
% of portfolio
0.81%
Previous 0.79%

Shares

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

Jul 23, 2024
BUY
$234.68 - $265.99 $37,548 - $42,558
160 Added 3.14%
5,252 $1.39 Billion
Q1 2024

May 06, 2024
SELL
$219.81 - $247.98 $1.04 Million - $1.17 Million
-4,726 Reduced 48.14%
5,092 $1.26 Billion
Q4 2023

Feb 07, 2024
BUY
$193.71 - $224.12 $1.9 Million - $2.2 Million
9,818 New
9,818 $2.19 Billion

Others Institutions Holding OEF

# of Institutions
801
Shares Held
34.7M
Call Options Held
9.6K
Put Options Held
15.1K
View Full List

About ISHARES S&P 100 ETF

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