Shared Vision Wealth Group LLC Ishares Tr Edge Invt Grade Enh Transaction History

Shared Vision Wealth Group LLC

$200 Billion
Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Edge Invt Grade Enh stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 54,119 shares of IGEB stock, worth $2.49 Million. This represents 1.22% of its overall portfolio holdings.

Number of Shares

54,119

Previous 35,263 53.47%

Holding current value

$2.49 Million

Previous $1.59 Billion 54.39%

% of portfolio

1.22%

Previous 0.87%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$43.65 - $45.44 $823,064 - $856,816	18,856 Added 53.47%	54,119 $2.45 Billion
Q1 2025 May 02, 2025	BUY	$43.76 - $45.31 $97,409 - $100,860	2,226 Added 6.74%	35,263 $1.59 Billion
Q4 2024 Feb 06, 2025	SELL	$44.21 - $46.46 $1.03 Million - $1.09 Million	-23,389 Reduced 41.45%	33,037 $1.47 Billion
Q3 2024 Nov 12, 2024	BUY	$43.99 - $46.63 $309,601 - $328,181	7,038 Added 14.25%	56,426 $2.62 Billion
Q2 2024 Jul 23, 2024	BUY	$43.4 - $44.71 $1.91 Million - $1.97 Million	44,114 Added 836.44%	49,388 $2.19 Billion
Q1 2024 May 06, 2024	BUY	$44.2 - $45.3 $233,110 - $238,912	5,274 New	5,274 $237 Million

Others Institutions Holding IGEB

# of Institutions

187

Shares Held

26.2M

Call Options Held

Put Options Held

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About ISHARES TR EDGE INVT GRADE ENH

Ticker IGEB
Sector ETFs
Industry ETFs

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Shared Vision Wealth Group LLC Ishares Tr Edge Invt Grade Enh Transaction History