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

Shared Vision Wealth Group LLC

  • $160 Billion
  • Q1 2024

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 55,415 shares of IVV stock, worth $31.3 Million. This represents 18.19% of its overall portfolio holdings.

Number of Shares
55,415
Previous 59,791 7.32%
Holding current value
$31.3 Million
Previous $28.6 Billion 2.01%
% of portfolio
18.19%
Previous 19.08%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
3,255
Shares Held
623M
Call Options Held
794K
Put Options Held
622K
View Full List

About ISHARES CORE S&P 500 ETF

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