Shared Vision Wealth Group LLC Ishares S&P 100 ETF Transaction History

Shared Vision Wealth Group LLC

$200 Billion
Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 12,110 shares of OEF stock, worth $3.22 Million. This represents 1.9% of its overall portfolio holdings.

Number of Shares

12,110

Previous 10,368 16.8%

Holding current value

$3.22 Million

Previous $2.81 Billion 35.22%

% of portfolio

1.9%

Previous 1.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	N/A	1,742 Added 16.8%	12,110 $3.8 Billion
Q1 2025 May 02, 2025	BUY	N/A	4,318 Added 71.37%	10,368 $2.81 Billion
Q4 2024 Feb 06, 2025	SELL	N/A	-12 Reduced 0.2%	6,050 $1.75 Billion
Q3 2024 Nov 12, 2024	BUY	$266.03 - $266.03 $215,484 - $215,484	810 Added 15.42%	6,062 $1.68 Billion
Q2 2024 Jul 23, 2024	BUY	$234.68 - $265.99 $37,548 - $42,558	160 Added 3.14%	5,252 $1.39 Billion
Q1 2024 May 06, 2024	SELL	$219.81 - $247.98 $1.04 Million - $1.17 Million	-4,726 Reduced 48.14%	5,092 $1.26 Billion
Q4 2023 Feb 07, 2024	BUY	$193.71 - $224.12 $1.9 Million - $2.2 Million	9,818 New	9,818 $2.19 Billion

Others Institutions Holding OEF

# of Institutions

1,010

Shares Held

48.5M

Call Options Held

1.53M

Put Options Held

38.7K

View Full List

About ISHARES S&P 100 ETF

Ticker OEF
Sector ETFs
Industry ETFs

More about OEF

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Shared Vision Wealth Group LLC Ishares S&P 100 ETF Transaction History