Shared Vision Wealth Group LLC Ishares Tr Transaction History

Shared Vision Wealth Group LLC

  • $187 Billion
  • Q3 2024

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 19,229 shares of IXUS stock, worth $1.28 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
19,229
Previous 15,765 21.97%
Holding current value
$1.28 Million
Previous $1.07 Billion 31.13%
% of portfolio
0.75%
Previous 0.62%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
809
Shares Held
479M
Call Options Held
12K
Put Options Held
6.7K
View Full List

About ISHARES TR

IXUS Quotes by TradingView
  • Ticker IXUS
  • Sector ETFs
  • Industry ETFs
More about IXUS
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