Shared Vision Wealth Group LLC Ishares Morningstar Value ETF Transaction History
Shared Vision Wealth Group LLC
- $160 Billion
- Q1 2024
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 8,190 shares of ILCV stock, worth $636,281. This represents 0.39% of its overall portfolio holdings.
Number of Shares
8,190
Previous 8,190
-0.0%
Holding current value
$636,281
Previous $578 Million
8.84%
% of portfolio
0.39%
Previous 0.39%
Shares
1 transactions
Others Institutions Holding ILCV
# of Institutions
125Shares Held
8.31MCall Options Held
117KPut Options Held
0-
Equitable Holdings, Inc. New York, NY1.18MShares$91.8 Million1.06% of portfolio
-
Bank Of America Corp Charlotte, NC861KShares$66.9 Million0.01% of portfolio
-
Steele Capital Management, Inc. Dubuque, IA820KShares$63.7 Million3.62% of portfolio
-
Matrix Trust CO815KShares$63.4 Million14.05% of portfolio
-
Ubs Group Ag498KShares$38.7 Million0.01% of portfolio