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

Shared Vision Wealth Group LLC

$236 Billion
Q3 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 19,319 shares of OEF stock, worth $5.14 Million. This represents 2.74% of its overall portfolio holdings.

Number of Shares

19,319

Previous 12,110 59.53%

Holding current value

$5.14 Million

Previous $3.8 Billion 70.26%

% of portfolio

2.74%

Previous 1.9%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 29, 2025	BUY	N/A	7,209 Added 59.53%	19,319 $6.46 Billion
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

1,090

Shares Held

73.7M

Call Options Held

32.4K

Put Options Held

26.7K

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