Shared Vision Wealth Group LLC Ishares Barclays 0 5 Year Tips Transaction History
Shared Vision Wealth Group LLC
- $236 Billion
- Q3 2025
A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 13,919 shares of STIP stock, worth $1.43 Million. This represents 0.61% of its overall portfolio holdings.
Number of Shares
13,919
Previous 10,200
36.46%
Holding current value
$1.43 Million
Previous $1.05 Billion
37.47%
% of portfolio
0.61%
Previous 0.52%
Shares
2 transactions
Others Institutions Holding STIP
# of Institutions
859Shares Held
79.8MCall Options Held
5.6KPut Options Held
0-
Betterment LLC New York, NY4.14MShares$426 Million0.85% of portfolio
-
Lpl Financial LLC Fort Mill, SC3.32MShares$342 Million0.11% of portfolio
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Envestnet Asset Management Inc3.32MShares$342 Million0.11% of portfolio
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Personal Capital Advisors Corp2.47MShares$254 Million1.16% of portfolio
-
Ritholtz Wealth Management2.15MShares$221 Million4.4% of portfolio