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 67,524 shares of MBB stock, worth $6.32 Million. This represents 3.14% of its overall portfolio holdings.

Number of Shares

67,524

Previous 62,641 7.8%

Holding current value

$6.32 Million

Previous $5.87 Billion 6.98%

% of portfolio

3.14%

Previous 3.21%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	$91.41 - $94.22 $446,355 - $460,076	4,883 Added 7.8%	67,524 $6.28 Billion
Q1 2025 May 02, 2025	SELL	$90.37 - $94.08 $481,220 - $500,976	-5,325 Reduced 7.83%	62,641 $5.87 Billion
Q4 2024 Feb 06, 2025	BUY	$91.26 - $95.82 $271,407 - $284,968	2,974 Added 4.58%	67,966 $6.23 Billion
Q3 2024 Nov 12, 2024	BUY	$90.85 - $96.66 $120,194 - $127,881	1,323 Added 2.08%	64,992 $6.23 Billion
Q2 2024 Jul 23, 2024	SELL	$89.41 - $92.64 $391,794 - $405,948	-4,382 Reduced 6.44%	63,669 $5.85 Billion
Q1 2024 May 06, 2024	BUY	$91.2 - $93.98 $920,664 - $948,728	10,095 Added 17.42%	68,051 $6.29 Billion
Q4 2023 Feb 07, 2024	BUY	$85.82 - $94.55 $4.97 Million - $5.48 Million	57,956 New	57,956 $5.45 Billion

Others Institutions Holding MBB

# of Institutions

1,049

Shares Held

369M

Call Options Held

615K

Put Options Held

48K

View Full List

About ISHARES TR

Ticker MBB
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Shared Vision Wealth Group LLC Ishares Tr Transaction History