Shared Vision Wealth Group LLC Purchases in Q2 2025

Shared Vision Wealth Group LLC

  • $200 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
IAGG
Ishares Tr Core Intl Aggregate

ETFs
35.7K
New
$50.09 - $51.09 $1.79M - $1.83M
35.7K $1.82B
AVGO
Broadcom Inc.

Technology
74
+ 0.52%
$146.29 - $275.65 $10.8K - $20.4K
14.3K $4.21B
IXUS
Ishares Tr

ETFs
20.6K
+ 104.3%
$62.37 - $77.63 $1.28M - $1.6M
40.3K $3.09B
Blackrock ETF Trust
42K
+ 515.99%
N/A
50.1K $1.81B
IEMG
Ishares Inc

ETFs
20.1K
+ 54.59%
N/A
56.8K $3.43B
EFV
Msci Eafe Value ETF

ETFs
14.6K
+ 16.26%
$52.4 - $64.65 $765K - $944K
104K $6.61B
Blackrock ETF Trust Ii
20.1K
+ 28.72%
N/A
90.1K $4.75B
STIP
Ishares Barclays 0 5 Year Tips

ETFs
10.2K
New
$102.02 - $103.5 $1.04M - $1.06M
10.2K $1.05B
OEF
Ishares S&P 100 ETF

ETFs
1.74K
+ 16.8%
N/A
12.1K $3.8B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
10.9K
+ 31.55%
$97.29 - $105.63 $1.06M - $1.15M
45.5K $4.57B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
41K
+ 35.03%
$22.54 - $23.17 $924K - $950K
158K $3.61B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
18.9K
+ 53.47%
$43.65 - $45.44 $823K - $857K
54.1K $2.45B
QUAL
Ishares Msci Usa Quality Facto

ETFs
908
+ 2.38%
$152.42 - $182.82 $138K - $166K
39.1K $7.19B
Blackrock ETF Trust
17.9K
New
N/A
17.9K $559M
IVE
Ishares S&P 500 Value ETF

ETFs
2.07K
+ 9.44%
$168.34 - $195.42 $349K - $405K
24K $4.73B
PWZ
Invesco California Amt Free Mu

ETFs
18.3K
New
$22.71 - $24.18 $416K - $443K
18.3K $419M
MBB
Ishares Tr

ETFs
4.88K
+ 7.8%
$91.41 - $94.22 $446K - $460K
67.5K $6.28B
MUB
Ishares National Muni Bond ETF

ETFs
4.06K
+ 49.6%
$102.31 - $105.8 $415K - $430K
12.2K $1.27B
MTUM
Ishares Msci Usa Momentum Fact

ETFs
201
+ 3.31%
$180.84 - $240.32 $36.3K - $48.3K
6.27K $1.51B
NEAR
Blackrock Short Maturity Bond

ETFs
5.45K
New
$50.41 - $51.17 $275K - $279K
5.45K $278M
SCHF
Schwab Strategic Tr Intl Eqty

ETFs
12.1K
New
$17.76 - $22.1 $216K - $268K
12.1K $265M
MSFT
Microsoft Corp

Technology
2
+ 0.12%
$354.56 - $497.45 $709 - $995
1.63K $870M
HDV
Ishares Core High Dividend ETF

ETFs
1.72K
New
$108.41 - $120.51 $186K - $207K
1.72K $203M
HYD
Vaneck High Yield Muni ETF

ETFs
4.11K
New
$49.08 - $51.35 $202K - $211K
4.11K $202M
BBUS
J P Morgan Exchg Traded Fd

ETFs
482
+ 15.97%
$89.63 - $111.92 $43.2K - $53.9K
3.5K $401M
IWB
Ishares Tr Russell 1000 ETF

ETFs
74
+ 6.0%
$272.36 - $339.57 $20.2K - $25.1K
1.31K $454M
EMB
Ishares Tr

ETFs
408
+ 2.59%
$86.54 - $92.62 $35.3K - $37.8K
16.1K $1.5B
IJR
Ishares Core S&P Sm Cap ETF

ETFs
398
+ 9.52%
$90.56 - $109.49 $36K - $43.6K
4.58K $505M
GNMA
Ishares Gnma Bond ETF

ETFs
1.03K
+ 20.48%
$42.91 - $44.21 $44K - $45.4K
6.04K $263M
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.96K
+ 3.07%
$48.13 - $49.85 $94.3K - $97.7K
65.8K $3.2B
COST
Costco Wholesale Corp

Consumer Defensive
15
+ 1.63%
$908.13 - $1056.85 $13.6K - $15.9K
936 $880M
AGZ
Ishares Agency Bond ETF

ETFs
42
+ 1.84%
$108.32 - $109.92 $4.55K - $4.62K
2.33K $254M
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
300
+ 0.52%
$22.68 - $23.28 $6.8K - $6.98K
58K $1.34B
JNJ
Johnson & Johnson

Healthcare
1
+ 0.04%
$146.36 - $159.82 $146 - $160
2.67K $440M
UNP
Union Pacific Corp

Industrials
5
+ 0.52%
$208.27 - $238.46 $1.04K - $1.19K
971 $216M
BRK-B
Berkshire Hathaway Inc Class B

Financial Services
27
+ 1.72%
$483.48 - $539.8 $13.1K - $14.6K
1.6K $754M
AAPL
Apple Inc.

Technology
554
+ 0.31%
$172.42 - $223.89 $95.5K - $124K
178K $36.9B
Activity Summary
Buys All Purchases 38 New Holdings 8 Increased Positions 30 Sells All Sells 33 Reductions 33 Sold out 0 Options Calls 0 Puts 0
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