Shared Vision Wealth Group LLC Ishares Msci Usa Value Factor Transaction History
Shared Vision Wealth Group LLC
- $183 Billion
- Q1 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,640 shares of VLUE stock, worth $289,528. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,640
Previous 2,640
-0.0%
Holding current value
$289,528
Previous $279 Million
1.0%
% of portfolio
0.15%
Previous 0.15%
Shares
3 transactions
Others Institutions Holding VLUE
# of Institutions
470Shares Held
58.7MCall Options Held
100Put Options Held
0-
Northwestern Mutual Wealth Management CO20.7MShares$2.27 Billion1.82% of portfolio
-
Mullooly Asset Management, Inc. Wall Township, NJ8.73MShares$958 Million9.71% of portfolio
-
Mason Investment Advisory Services, Inc. Reston, VA4.62MShares$506 Million29.71% of portfolio
-
Matson Money. Inc.2.69MShares$295 Million10.43% of portfolio
-
Bank Of America Corp Charlotte, NC1.83MShares$201 Million0.02% of portfolio