Shared Vision Wealth Group LLC Ishares Agency Bond ETF Transaction History

Shared Vision Wealth Group LLC

  • $236 Billion
  • Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Agency Bond ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,711 shares of AGZ stock, worth $299,104. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,711
Previous 2,328 16.45%
Holding current value
$299,104
Previous $254 Million 18.24%
% of portfolio
0.13%
Previous 0.13%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
BUY
$108.74 - $110.41 $41,647 - $42,287
383 Added 16.45%
2,711 $301 Million
Q2 2025

Aug 07, 2025
BUY
$108.32 - $109.92 $4,549 - $4,616
42 Added 1.84%
2,328 $254 Million
Q1 2025

May 02, 2025
SELL
$107.46 - $109.48 $3,438 - $3,503
-32 Reduced 1.38%
2,286 $250 Million
Q4 2024

Feb 06, 2025
BUY
$107.68 - $110.37 $646 - $662
6 Added 0.26%
2,318 $250 Million
Q3 2024

Nov 12, 2024
SELL
$107.35 - $110.79 $322 - $332
-3 Reduced 0.13%
2,312 $255 Million
Q2 2024

Jul 23, 2024
BUY
$106.48 - $108.13 $246,501 - $250,320
2,315 New
2,315 $249 Million
Q4 2023

Feb 07, 2024
BUY
$104.8 - $108.56 $243,660 - $252,402
2,325 New
2,325 $252 Million

Others Institutions Holding AGZ

# of Institutions
162
Shares Held
4.11M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES AGENCY BOND ETF

AGZ Quotes by TradingView
  • Ticker AGZ
  • Sector ETFs
  • Industry ETFs
More about AGZ
Track This Portfolio

Track Shared Vision Wealth Group LLC Portfolio

Follow Shared Vision Wealth Group LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email