Shared Vision Wealth Group LLC Ishares Tr Transaction History

Shared Vision Wealth Group LLC

$236 Billion
Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 17,264 shares of EMB stock, worth $1.66 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

17,264

Previous 16,134 7.0%

Holding current value

$1.66 Million

Previous $1.5 Billion 10.71%

% of portfolio

0.7%

Previous 0.75%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	$91.52 - $95.59 $103,417 - $108,016	1,130 Added 7.0%	17,264 $1.66 Billion
Q2 2025 Aug 07, 2025	BUY	$86.54 - $92.62 $35,308 - $37,788	408 Added 2.59%	16,134 $1.5 Billion
Q1 2025 May 02, 2025	BUY	$88.64 - $92.03 $267,515 - $277,746	3,018 Added 23.75%	15,726 $1.42 Billion
Q4 2024 Feb 06, 2025	BUY	$88.94 - $93.46 $22,235 - $23,365	250 Added 2.01%	12,708 $1.13 Billion
Q3 2024 Nov 12, 2024	SELL	$87.75 - $93.74 $8,160 - $8,717	-93 Reduced 0.74%	12,458 $1.17 Billion
Q2 2024 Jul 23, 2024	SELL	$86.66 - $89.88 $259,026 - $268,651	-2,989 Reduced 19.23%	12,551 $1.11 Billion
Q1 2024 May 06, 2024	BUY	$86.49 - $90.08 $372,944 - $388,424	4,312 Added 38.4%	15,540 $1.39 Billion
Q4 2023 Feb 07, 2024	BUY	$79.71 - $89.68 $894,983 - $1.01 Million	11,228 New	11,228 $1 Billion

Others Institutions Holding EMB

# of Institutions

1,027

Shares Held

139M

Call Options Held

4.25M

Put Options Held

9.47M

View Full List

About ISHARES TR

Ticker EMB
Sector ETFs
Industry ETFs

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Shared Vision Wealth Group LLC Ishares Tr Transaction History