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

Shared Vision Wealth Group LLC

$236 Billion
Q3 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 5,081 shares of USIG stock, worth $263,043. This represents 0.11% of its overall portfolio holdings.

Number of Shares

5,081

Previous 5,057 0.47%

Holding current value

$263,043

Previous $259 Million 3.06%

% of portfolio

0.11%

Previous 0.13%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$50.73 - $52.47 $1,217 - $1,259	24 Added 0.47%	5,081 $267 Million
Q2 2025 Aug 07, 2025	SELL	$49.73 - $51.44 $14,620 - $15,123	-294 Reduced 5.49%	5,057 $259 Million
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

470

Shares Held

219M

Call Options Held

12.7K

Put Options Held

View Full List

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
Sector ETFs
Industry ETFs

More about USIG

Track This Portfolio

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.

Account

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