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 $6.34 Million. This represents 3.07% of its overall portfolio holdings.

Number of Shares

60,614

Previous 62,165 2.49%

Holding current value

$6.34 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

2,029

Shares Held

427M

Call Options Held

203K

Put Options Held

136K

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