Shared Vision Wealth Group LLC Ishares S&P 500 Growth 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 Growth ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 57,768 shares of IVW stock, worth $6.63 Million. This represents 3.29% of its overall portfolio holdings.

Number of Shares

57,768

Previous 60,614 4.7%

Holding current value

$6.63 Million

Previous $5.63 Billion 16.94%

% of portfolio

3.29%

Previous 3.07%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	$82.96 - $110.1 $236,104 - $313,344	-2,846 Reduced 4.7%	57,768 $6.58 Billion
Q1 2025 May 02, 2025	SELL	$92.45 - $106.69 $143,389 - $165,476	-1,551 Reduced 2.49%	60,614 $5.63 Billion
Q4 2024 Feb 06, 2025	SELL	$94.43 - $105.47 $133,901 - $149,556	-1,418 Reduced 2.23%	62,165 $6.31 Billion
Q3 2024 Nov 12, 2024	SELL	$84.77 - $97.13 $348,828 - $399,689	-4,115 Reduced 6.08%	63,583 $6.09 Billion
Q2 2024 Jul 23, 2024	BUY	$79.31 - $93.31 $2.17 Million - $2.55 Million	27,330 Added 67.7%	67,698 $6.26 Billion
Q1 2024 May 06, 2024	BUY	$72.87 - $85.14 $1.6 Million - $1.87 Million	21,906 Added 118.65%	40,368 $3.41 Billion
Q4 2023 Feb 07, 2024	BUY	$65.78 - $75.4 $1.21 Million - $1.39 Million	18,462 New	18,462 $1.39 Billion

Others Institutions Holding IVW

# of Institutions

2,069

Shares Held

420M

Call Options Held

196K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Account

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