Shared Vision Wealth Group LLC Ishares S&P 500 Growth ETF Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 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 56,606 shares of IVW stock, worth $6.85 Million. This represents 2.89% of its overall portfolio holdings.
Number of Shares
56,606
Previous 57,768
2.01%
Holding current value
$6.85 Million
Previous $6.58 Billion
3.65%
% of portfolio
2.89%
Previous 3.29%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
2,175Shares Held
420MCall Options Held
212KPut Options Held
158K-
Envestnet Asset Management Inc45.6MShares$5.51 Billion1.7% of portfolio
-
Jpmorgan Chase & CO New York, NY41.3MShares$5 Billion0.33% of portfolio
-
Morgan Stanley New York, NY33.5MShares$4.05 Billion0.25% of portfolio
-
Lpl Financial LLC Fort Mill, SC19.5MShares$2.36 Billion0.73% of portfolio
-
Bank Of America Corp Charlotte, NC18.4MShares$2.23 Billion0.16% of portfolio