Shared Vision Wealth Group LLC Ishares S&P 500 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 S&P 500 Value ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 24,025 shares of IVE stock, worth $4.78 Million. This represents 2.36% of its overall portfolio holdings.

Number of Shares

24,025

Previous 21,953 9.44%

Holding current value

$4.78 Million

Previous $4.18 Billion 13.11%

% of portfolio

2.36%

Previous 2.28%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$168.34 - $195.42 $348,800 - $404,910	2,072 Added 9.44%	24,025 $4.73 Billion
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

1,708

Shares Held

163M

Call Options Held

128K

Put Options Held

51.5K

View Full List

About ISHARES S&P 500 VALUE ETF

Ticker IVE
Sector ETFs
Industry ETFs

More about IVE

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