Shared Vision Wealth Group LLC Purchases in Q3 2024

Shared Vision Wealth Group LLC

  • $187 Billion
  • Q3 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
79.3K
+ 19.54%
$44.83 - $47.42 $3.56M - $3.76M
485K $22.9B
EFV
Msci Eafe Value ETF

ETFs
39.5K
+ 73.09%
$51.72 - $57.96 $2.04M - $2.29M
93.4K $5.38B
Blackrock ETF Trust Ii
19.8K
+ 46.71%
N/A
62.2K $3.33B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
10.8K
+ 33.98%
$56.04 - $62.99 $606K - $681K
42.6K $2.6B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
3.92K
+ 3.35%
$44.24 - $49.47 $173K - $194K
121K $5.97B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
7.04K
+ 14.25%
$43.99 - $46.63 $310K - $328K
56.4K $2.62B
QUAL
Ishares Msci Usa Quality Facto

ETFs
718
+ 2.06%
$162.64 - $179.3 $117K - $129K
35.6K $6.38B
MUB
Ishares National Muni Bond ETF

ETFs
3.46K
+ 64.17%
$106.13 - $108.7 $367K - $376K
8.86K $962M
MBB
Ishares Tr

ETFs
1.32K
+ 2.08%
$90.85 - $96.66 $120K - $128K
65K $6.23B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
11.6K
+ 10.87%
$22.38 - $23.66 $259K - $274K
118K $2.77B
OEF
Ishares S&P 100 ETF

ETFs
810
+ 15.42%
$266.03 - $266.03 $215K - $215K
6.06K $1.68B
IVE
Ishares S&P 500 Value ETF

ETFs
132
+ 0.82%
$181.06 - $197.17 $23.9K - $26K
16.2K $3.19B
AVGO
Broadcom Inc.

Technology
15.9K
+ 901.59%
$136.27 - $1745.86 $2.16M - $27.7M
17.6K $3.04B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
1.38K
+ 18.43%
$100.75 - $111.62 $139K - $154K
8.89K $972M
CMF
Ishares California Muni Bond E

ETFs
2.62K
+ 29.92%
$56.65 - $58.17 $148K - $152K
11.4K $660M
IEV
Ishares Tr Europe ETF

ETFs
1.48K
+ 10.96%
$53.25 - $58.78 $79K - $87.2K
15K $875M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
269
+ 2.03%
$113.45 - $126.18 $30.5K - $33.9K
13.5K $1.7B
EEM
Ishares Msci Emerging Markets

ETFs
1.19K
+ 20.85%
$40.42 - $46.7 $48.2K - $55.7K
6.91K $317M
EUSB
Ishares Tr Esg Advanced Total

Technology
75
+ 0.27%
$42.09 - $44.64 $3.16K - $3.35K
27.9K $1.24B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
15
+ 0.35%
$105.53 - $118.34 $1.58K - $1.78K
4.28K $500M
JNJ
Johnson & Johnson

Healthcare
1
+ 0.04%
$145.48 - $167.38 $145 - $167
2.67K $433M
ICVT
Ishares Tr Convertible Bond Et

ETFs
139
+ 2.36%
$77.24 - $83.67 $10.7K - $11.6K
6.04K $505M
COST
Costco Wholesale Corp

Consumer Defensive
1
+ 0.09%
$801.83 - $917.05 $802 - $917
1.06K $940M
IYW
Ishares Dj Us Tech ETF

ETFs
107
+ 0.57%
$133.16 - $158.73 $14.2K - $17K
18.9K $2.87B
IGSB
Ishares Trust Ishares 1 5 Year

ETFs
90
+ 0.83%
$51.02 - $52.74 $4.59K - $4.75K
11K $578M
UNP
Union Pacific Corp

Industrials
5
+ 0.55%
$221.78 - $256.09 $1.11K - $1.28K
920 $227M
LLY
Eli Lilly & CO

Healthcare
1
+ 0.41%
$772.14 - $960.02 $772 - $960
246 $218M
Activity Summary
Buys All Purchases 28 New Holdings 0 Increased Positions 28 Sells All Sells 21 Reductions 21 Sold out 0 Options Calls 0 Puts 0
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