Shared Vision Wealth Group LLC Ishares Core S&P Sm Cap ETF Transaction History

Shared Vision Wealth Group LLC

$187 Billion
Q3 2024

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 4,276 shares of IJR stock, worth $495,289. This represents 0.27% of its overall portfolio holdings.

Number of Shares

4,276

Previous 4,261 0.35%

Holding current value

$495,289

Previous $454 Million 10.05%

% of portfolio

0.27%

Previous 0.26%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	BUY	$105.53 - $118.34 $1,582 - $1,775	15 Added 0.35%	4,276 $500 Million
Q2 2024 Jul 23, 2024	SELL	$102.13 - $110.88 $5,923 - $6,431	-58 Reduced 1.34%	4,261 $454 Million
Q1 2024 May 06, 2024	SELL	$102.35 - $110.52 $46,876 - $50,618	-458 Reduced 9.59%	4,319 $477 Million
Q4 2023 Feb 07, 2024	BUY	$87.61 - $110.11 $418,512 - $525,995	4,777 New	4,777 $517 Million

Others Institutions Holding IJR

# of Institutions

2,569

Shares Held

500M

Call Options Held

1.04M

Put Options Held

671K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

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.

Account

Shared Vision Wealth Group LLC Ishares Core S&P Sm Cap ETF Transaction History