Shared Vision Wealth Group LLC Ishares Tr Transaction History

Shared Vision Wealth Group LLC

$200 Billion
Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 40,283 shares of IXUS stock, worth $3.38 Million. This represents 1.54% of its overall portfolio holdings.

Number of Shares

40,283

Previous 19,718 104.3%

Holding current value

$3.38 Million

Previous $1.38 Billion 124.34%

% of portfolio

1.54%

Previous 0.75%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$62.37 - $77.63 $1.28 Million - $1.6 Million	20,565 Added 104.3%	40,283 $3.09 Billion
Q1 2025 May 02, 2025	SELL	$65.06 - $72.31 $110,406 - $122,710	-1,697 Reduced 7.92%	19,718 $1.38 Billion
Q4 2024 Feb 06, 2025	BUY	$65.95 - $72.56 $144,166 - $158,616	2,186 Added 11.37%	21,415 $1.42 Billion
Q3 2024 Nov 12, 2024	BUY	$64.9 - $73.35 $224,813 - $254,084	3,464 Added 21.97%	19,229 $1.4 Billion
Q2 2024 Jul 23, 2024	SELL	$65.1 - $70.07 $788,556 - $848,757	-12,113 Reduced 43.45%	15,765 $1.07 Billion
Q1 2024 May 06, 2024	BUY	$62.39 - $67.92 $88,593 - $96,446	1,420 Added 5.37%	27,878 $1.89 Billion
Q4 2023 Feb 07, 2024	BUY	$57.18 - $64.93 $1.51 Million - $1.72 Million	26,458 New	26,458 $1.72 Billion

Others Institutions Holding IXUS

# of Institutions

935

Shares Held

503M

Call Options Held

5.6K

Put Options Held

7.3K

View Full List

About ISHARES TR

Ticker IXUS
Sector ETFs
Industry ETFs

More about IXUS

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 Tr Transaction History