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

Shared Vision Wealth Group LLC

$236 Billion
Q3 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 37,714 shares of IVV stock, worth $25.5 Million. This represents 10.72% of its overall portfolio holdings.

Number of Shares

37,714

Previous 38,360 1.68%

Holding current value

$25.5 Million

Previous $24.4 Billion 3.93%

% of portfolio

10.72%

Previous 12.16%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	SELL	$620.67 - $670.08 $400,952 - $432,871	-646 Reduced 1.68%	37,714 $25.3 Billion
Q2 2025 Aug 07, 2025	SELL	$498.8 - $620.9 $1.31 Million - $1.63 Million	-2,630 Reduced 6.42%	38,360 $24.4 Billion
Q1 2025 May 02, 2025	SELL	$554.06 - $615.85 $1.81 Million - $2.01 Million	-3,269 Reduced 7.39%	40,990 $23 Billion
Q4 2024 Feb 06, 2025	SELL	$570.51 - $610.59 $134,069 - $143,488	-235 Reduced 0.53%	44,259 $26.1 Billion
Q3 2024 Nov 12, 2024	SELL	$520.18 - $576.82 $1.01 Million - $1.13 Million	-1,951 Reduced 4.2%	44,494 $25.7 Billion
Q2 2024 Jul 23, 2024	SELL	$497.53 - $549.64 $4.46 Million - $4.93 Million	-8,970 Reduced 16.19%	46,445 $25.4 Billion
Q1 2024 May 06, 2024	SELL	$469.56 - $525.73 $2.05 Million - $2.3 Million	-4,376 Reduced 7.32%	55,415 $29.1 Billion
Q4 2023 Feb 07, 2024	BUY	$412.55 - $479.0 $24.7 Million - $28.6 Million	59,791 New	59,791 $28.6 Billion

Others Institutions Holding IVV

# of Institutions

4,132

Shares Held

789M

Call Options Held

3.41M

Put Options Held

2.27M

View Full List

About ISHARES CORE S&P 500 ETF

Ticker IVV
Sector ETFs
Industry ETFs

More about IVV

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