Shared Vision Wealth Group LLC Ishares Tr Transaction History

Shared Vision Wealth Group LLC

  • $183 Billion
  • Q1 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 62,641 shares of MBB stock, worth $5.81 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares
62,641
Previous 67,966 7.83%
Holding current value
$5.81 Million
Previous $6.23 Billion 5.72%
% of portfolio
3.21%
Previous 3.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,046
Shares Held
349M
Call Options Held
615K
Put Options Held
48K
View Full List

About ISHARES TR

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