Shared Vision Wealth Group LLC Purchases in Q2 2024

Shared Vision Wealth Group LLC

  • $172 Billion
  • Q2 2024
Stock Shares change Price Range Shares Held Trade History
AAPL
Apple Inc.

Technology
6.82K
+ 3.96%
$165.0 - $216.67 $1.13M - $1.48M
179K $37.7B
IVW
Ishares S&P 500 Growth ETF

ETFs
27.3K
+ 67.7%
$79.31 - $93.31 $2.17M - $2.55M
67.7K $6.26B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
44.1K
+ 836.44%
$43.4 - $44.71 $1.91M - $1.97M
49.4K $2.19B
EFG
Msci Eafe Growth ETF

ETFs
14.4K
+ 38.7%
$97.17 - $106.25 $1.39M - $1.52M
51.4K $5.26B
IEMG
Ishares Inc

ETFs
17.6K
+ 93.96%
$50.02 - $54.95 $879K - $966K
36.3K $1.94B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
14.6K
+ 14.31%
$42.0 - $47.28 $614K - $692K
117K $5.48B
EUSB
Ishares Tr Esg Advanced Total

Technology
16.3K
+ 140.88%
$41.57 - $42.82 $678K - $698K
27.9K $1.19B
COST
Costco Wholesale Corp

Consumer Defensive
709
+ 202.57%
$704.88 - $870.75 $500K - $617K
1.06K $900M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
11.1K
+ 73.27%
$44.66 - $45.99 $495K - $510K
26.2K $1.19B
NVDA
Nvidia Corp

Technology
6.93K
+ 1313.07%
$118.11 - $1224.4 $819K - $8.49M
7.46K $922M
AMZN
Amazon Com Inc

Consumer Cyclical
1.65K
+ 40.91%
$173.67 - $197.85 $286K - $325K
5.67K $1.1B
MSFT
Microsoft Corp

Technology
687
+ 65.18%
$389.33 - $452.85 $267K - $311K
1.74K $778M
IYW
Ishares Dj Us Tech ETF

ETFs
62
+ 0.33%
$124.75 - $153.46 $7.73K - $9.51K
18.8K $2.84B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
3.91K
+ 14.03%
$55.18 - $59.2 $216K - $232K
31.8K $1.88B
AGZ
Ishares Agency Bond ETF

ETFs
2.32K
New
$106.48 - $108.13 $247K - $250K
2.32K $249M
EEM
Ishares Msci Emerging Markets

ETFs
5.72K
New
$39.71 - $43.79 $227K - $250K
5.72K $243M
Blackrock ETF Trust Ii
4.66K
+ 12.33%
N/A
42.4K $2.21B
LLY
Eli Lilly & CO

Healthcare
245
New
$724.87 - $909.04 $178K - $223K
245 $222M
UNP
Union Pacific Corp

Industrials
915
New
$221.38 - $247.4 $203K - $226K
915 $207M
CMF
Ishares California Muni Bond E

ETFs
3.59K
+ 69.54%
$56.38 - $57.26 $202K - $205K
8.74K $497M
IVE
Ishares S&P 500 Value ETF

ETFs
1.44K
+ 9.84%
$176.58 - $186.7 $254K - $268K
16K $2.92B
SPY
Spdr S&P 500 ETF Trust

ETFs
114
+ 2.3%
$495.16 - $548.49 $56.4K - $62.5K
5.08K $2.76B
OEF
Ishares S&P 100 ETF

ETFs
160
+ 3.14%
$234.68 - $265.99 $37.5K - $42.6K
5.25K $1.39B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.29K
+ 20.64%
$98.66 - $105.11 $127K - $135K
7.51K $771M
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
4.4K
+ 4.31%
$22.12 - $22.75 $97.3K - $100K
106K $2.4B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.64K
+ 2.61%
$49.55 - $50.44 $81.5K - $82.9K
64.6K $3.24B
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
620
+ 6.98%
$47.74 - $48.54 $29.6K - $30.1K
9.51K $461M
IWB
Ishares Tr Russell 1000 ETF

ETFs
87
+ 10.46%
$272.21 - $298.72 $23.7K - $26K
919 $273M
IWM
Ishares Russell 2000 ETF

ETFs
262
+ 8.96%
$192.84 - $209.44 $50.5K - $54.9K
3.19K $646M
GNMA
Ishares Gnma Bond ETF

ETFs
634
+ 13.15%
$42.04 - $43.45 $26.7K - $27.5K
5.46K $235M
ICVT
Ishares Tr Convertible Bond Et

ETFs
337
+ 6.06%
$76.13 - $79.59 $25.7K - $26.8K
5.9K $464M
MUB
Ishares National Muni Bond ETF

ETFs
186
+ 3.57%
$105.37 - $107.16 $19.6K - $19.9K
5.4K $575M
BBUS
J P Morgan Exchg Traded Fd

ETFs
1
+ 0.04%
$89.42 - $98.82 $89.4 - $98.8
2.67K $262M
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
67
+ 0.62%
$50.64 - $51.3 $3.39K - $3.44K
10.9K $557M
ILCV
Ishares Morningstar Value ETF

ETFs
65
+ 0.79%
$73.1 - $77.24 $4.75K - $5.02K
8.26K $630M
VLUE
Ishares Msci Usa Value Factor

ETFs
1
+ 0.03%
$100.16 - $107.88 $100 - $108
3.29K $340M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.04%
$144.38 - $157.78 $144 - $158
2.67K $390M
Activity Summary
Buys All Purchases 38 New Holdings 4 Increased Positions 34 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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