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

1,025

Shares Held

50.8M

Call Options Held

47.3K

Put Options Held

41.9K

View Full List

About ISHARES S&P 100 ETF

Ticker OEF
Sector ETFs
Industry ETFs

More about OEF

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.

Account

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