Shared Vision Wealth Group LLC Ishares Morningstar Value ETF Transaction History

Shared Vision Wealth Group LLC

$200 Billion
Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Morningstar Value ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 9,065 shares of ILCV stock, worth $770,615. This represents 0.38% of its overall portfolio holdings.

Number of Shares

9,065

Previous 11,081 18.19%

Holding current value

$770,615

Previous $903 Million 15.63%

% of portfolio

0.38%

Previous 0.49%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$72.16 - $83.39 $145,474 - $168,114	-2,016 Reduced 18.19%	9,065 $761 Million
Q1 2025 May 02, 2025	BUY	$79.37 - $85.24 $221,521 - $237,904	2,791 Added 33.67%	11,081 $903 Million
Q4 2024 Feb 06, 2025	BUY	$80.23 - $85.43 $2,968 - $3,160	37 Added 0.45%	8,290 $671 Million
Q3 2024 Nov 12, 2024	SELL	$75.47 - $82.2 $150 - $164	-2 Reduced 0.02%	8,253 $678 Million
Q2 2024 Jul 23, 2024	BUY	$73.1 - $77.24 $4,751 - $5,020	65 Added 0.79%	8,255 $630 Million
Q4 2023 Feb 07, 2024	BUY	$61.65 - $70.82 $504,913 - $580,015	8,190 New	8,190 $578 Million

Others Institutions Holding ILCV

# of Institutions

179

Shares Held

9.37M

Call Options Held

117K

Put Options Held

View Full List

About ISHARES MORNINGSTAR VALUE ETF

Ticker ILCV
Sector ETFs
Industry ETFs

More about ILCV

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Shared Vision Wealth Group LLC Ishares Morningstar Value ETF Transaction History