Shared Vision Wealth Group LLC Ishares Tr Transaction History

Shared Vision Wealth Group LLC

$236 Billion
Q3 2025

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	BUY	$102.97 - $119.06 $215,207 - $248,835	2,090 New	2,090 $245 Million

Others Institutions Holding DVY

# of Institutions

1,492

Shares Held

68.9M

Call Options Held

1.06M

Put Options Held

105K

Bank Of America Corp Charlotte, NC

8.1M
Shares

$1.14 Billion
0.08% of portfolio
Morgan Stanley New York, NY

6.28M
Shares

$881 Million
0.06% of portfolio
Wells Fargo & Company San Francisco, CA

3.74M
Shares

$524 Million
0.1% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

3.67M
Shares

$515 Million
0.32% of portfolio
Northern Trust Corp Chicago, IL

3.09M
Shares

$433 Million
0.06% of portfolio

About ISHARES TR

Ticker DVY
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