Shared Vision Wealth Group LLC Ishares Msci Usa Value Factor Transaction History

Shared Vision Wealth Group LLC

  • $200 Billion
  • Q2 2025

A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Msci Usa Value Factor stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 2,600 shares of VLUE stock, worth $297,544. This represents 0.15% of its overall portfolio holdings.

Number of Shares
2,600
Previous 2,640 1.52%
Holding current value
$297,544
Previous $282 Million 4.28%
% of portfolio
0.15%
Previous 0.15%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 07, 2025
SELL
$93.5 - $113.21 $3,740 - $4,528
-40 Reduced 1.52%
2,600 $294 Million
Q4 2024

Feb 06, 2025
SELL
$104.01 - $115.38 $67,710 - $75,112
-651 Reduced 19.78%
2,640 $279 Million
Q2 2024

Jul 23, 2024
BUY
$100.16 - $107.88 $100 - $107
1 Added 0.03%
3,291 $340 Million
Q4 2023

Feb 07, 2024
BUY
$85.95 - $101.55 $282,775 - $334,099
3,290 New
3,290 $333 Million

Others Institutions Holding VLUE

# of Institutions
473
Shares Held
50M
Call Options Held
100
Put Options Held
0
View Full List

About ISHARES MSCI USA VALUE FACTOR

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