Shared Vision Wealth Group LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Shared Vision Wealth Group LLC

$183 Billion
Q1 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 5,351 shares of USIG stock, worth $274,399. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,351

Previous 5,507 2.83%

Holding current value

$274,399

Previous $277 Million 1.28%

% of portfolio

0.15%

Previous 0.15%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 02, 2025	SELL	$49.67 - $51.43 $7,748 - $8,023	-156 Reduced 2.83%	5,351 $273 Million
Q4 2024 Feb 06, 2025	SELL	$50.14 - $52.56 $135,027 - $141,544	-2,693 Reduced 32.84%	5,507 $277 Million
Q3 2024 Nov 12, 2024	SELL	$49.82 - $52.8 $23,664 - $25,080	-475 Reduced 5.48%	8,200 $431 Million
Q2 2024 Jul 23, 2024	SELL	$49.21 - $50.7 $240,587 - $247,872	-4,889 Reduced 36.04%	8,675 $436 Million
Q1 2024 May 06, 2024	SELL	$50.05 - $51.32 $209,259 - $214,568	-4,181 Reduced 23.56%	13,564 $689 Million
Q4 2023 Feb 07, 2024	BUY	$46.72 - $51.48 $829,046 - $913,512	17,745 New	17,745 $910 Million

Others Institutions Holding USIG

# of Institutions

462

Shares Held

186M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Shared Vision Wealth Group LLC Ishares Tr Broad Usd Inbd Etfv Transaction History