Shared Vision Wealth Group LLC Ishares Tr Transaction History

Shared Vision Wealth Group LLC

$160 Billion
Q1 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 07, 2024	BUY	$42.54 - $48.28 $362,483 - $411,393	8,521 New	8,521 $376 Million

Others Institutions Holding IYE

# of Institutions

331

Shares Held

14.8M

Call Options Held

38.1K

Put Options Held

2.9K

Morgan Stanley New York, NY

2.05M
Shares

$98.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.46M
Shares

$70.4 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.45M
Shares

$69.7 Million
1.79% of portfolio
Wells Fargo & Company San Francisco, CA

985K
Shares

$47.5 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

614K
Shares

$29.6 Million
0.01% of portfolio

About ISHARES TR

Ticker IYE
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