Shared Vision Wealth Group LLC Ishares S&P 500 Value ETF Transaction History

Shared Vision Wealth Group LLC

  • $183 Billion
  • Q1 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 21,953 shares of IVE stock, worth $4.33 Million. This represents 2.28% of its overall portfolio holdings.

Number of Shares
21,953
Previous 16,563 32.54%
Holding current value
$4.33 Million
Previous $3.16 Billion 32.33%
% of portfolio
2.28%
Previous 1.66%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
$185.78 - $198.58 $1 Million - $1.07 Million
5,390 Added 32.54%
21,953 $4.18 Billion
Q4 2024

Feb 06, 2025
BUY
$189.5 - $206.17 $75,042 - $81,643
396 Added 2.45%
16,563 $3.16 Billion
Q3 2024

Nov 12, 2024
BUY
$181.06 - $197.17 $23,899 - $26,026
132 Added 0.82%
16,167 $3.19 Billion
Q2 2024

Jul 23, 2024
BUY
$176.58 - $186.7 $253,568 - $268,101
1,436 Added 9.84%
16,035 $2.92 Billion
Q1 2024

May 06, 2024
BUY
$171.09 - $186.81 $2.5 Million - $2.73 Million
14,599 New
14,599 $2.73 Billion

Others Institutions Holding IVE

# of Institutions
1,697
Shares Held
160M
Call Options Held
124K
Put Options Held
51.5K
View Full List

About ISHARES S&P 500 VALUE ETF

IVE Quotes by TradingView
  • Ticker IVE
  • Sector ETFs
  • Industry ETFs
More about IVE
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