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

Shared Vision Wealth Group LLC

$183 Billion
Q1 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 60,614 shares of IVW stock, worth $5.74 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares

60,614

Previous 62,165 2.49%

Holding current value

$5.74 Million

Previous $6.31 Billion 10.85%

% of portfolio

3.07%

Previous 3.32%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,021

Shares Held

430M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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