Shared Vision Wealth Group LLC Ishares Core Total Usd Bond Ma Transaction History

Shared Vision Wealth Group LLC

$200 Billion
Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 429,713 shares of IUSB stock, worth $20.1 Million. This represents 9.87% of its overall portfolio holdings.

Number of Shares

429,713

Previous 469,995 8.57%

Holding current value

$20.1 Million

Previous $21.7 Billion 8.75%

% of portfolio

9.87%

Previous 11.83%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$45.12 - $46.23 $1.82 Million - $1.86 Million	-40,282 Reduced 8.57%	429,713 $19.8 Billion
Q1 2025 May 02, 2025	SELL	$44.72 - $46.25 $136,530 - $141,201	-3,053 Reduced 0.65%	469,995 $21.7 Billion
Q4 2024 Feb 06, 2025	SELL	$45.07 - $47.1 $557,515 - $582,627	-12,370 Reduced 2.55%	473,048 $21.4 Billion
Q3 2024 Nov 12, 2024	BUY	$44.83 - $47.42 $3.56 Million - $3.76 Million	79,340 Added 19.54%	485,418 $22.9 Billion
Q2 2024 Jul 23, 2024	SELL	$44.3 - $45.58 $601,062 - $618,429	-13,568 Reduced 3.23%	406,078 $18.4 Billion
Q1 2024 May 06, 2024	BUY	$45.02 - $46.27 $8.14 Million - $8.36 Million	180,769 Added 75.67%	419,646 $19.1 Billion
Q4 2023 Feb 07, 2024	BUY	$42.6 - $46.25 $10.2 Million - $11 Million	238,877 New	238,877 $11 Billion

Others Institutions Holding IUSB

# of Institutions

822

Shares Held

699M

Call Options Held

Put Options Held

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Shared Vision Wealth Group LLC Ishares Core Total Usd Bond Ma Transaction History