Shared Vision Wealth Group LLC Ishares Tr Edge Msci Intl Valu Transaction History

Shared Vision Wealth Group LLC

$236 Billion
Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr Edge Msci Intl Valu stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 26,010 shares of IVLU stock, worth $960,549. This represents 0.39% of its overall portfolio holdings.

Number of Shares

26,010

Previous 26,536 1.98%

Holding current value

$960,549

Previous $874 Million 5.99%

% of portfolio

0.39%

Previous 0.44%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$32.53 - $35.69 $17,110 - $18,772	-526 Reduced 1.98%	26,010 $926 Million
Q2 2025 Aug 07, 2025	SELL	$26.69 - $33.44 $5,765 - $7,223	-216 Reduced 0.81%	26,536 $874 Million
Q1 2025 May 02, 2025	SELL	$26.71 - $31.58 $68,965 - $81,539	-2,582 Reduced 8.8%	26,752 $811 Million
Q4 2024 Feb 06, 2025	BUY	$26.65 - $29.34 $142,311 - $156,675	5,340 Added 22.26%	29,334 $795 Million
Q2 2024 Jul 23, 2024	SELL	$27.14 - $29.24 $68,447 - $73,743	-2,522 Reduced 9.51%	23,994 $658 Million
Q1 2024 May 06, 2024	SELL	$25.93 - $28.27 $38,117 - $41,556	-1,470 Reduced 5.25%	26,516 $749 Million
Q4 2023 Feb 07, 2024	BUY	$23.94 - $26.72 $669,984 - $747,785	27,986 New	27,986 $742 Million

Others Institutions Holding IVLU

# of Institutions

337

Shares Held

61.1M

Call Options Held

Put Options Held

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About ISHARES TR EDGE MSCI INTL VALU

Ticker IVLU
Sector ETFs
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Shared Vision Wealth Group LLC Ishares Tr Edge Msci Intl Valu Transaction History