Shared Vision Wealth Group LLC BLACKROCK ETF TRUST II Transaction History

Shared Vision Wealth Group LLC

  • $183 Billion
  • Q1 2025
Number of Shares
70,028
Previous 66,767 4.88%
Holding current value
$3.67 Billion
Previous $3.47 Billion 5.61%
% of portfolio
2.0%
Previous 1.83%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 02, 2025
BUY
N/A
3,261 Added 4.88%
70,028 $3.67 Billion
Q4 2024

Feb 06, 2025
BUY
N/A
4,536 Added 7.29%
66,767 $3.47 Billion
Q3 2024

Nov 12, 2024
BUY
N/A
19,814 Added 46.71%
62,231 $3.33 Billion
Q2 2024

Jul 23, 2024
BUY
N/A
4,657 Added 12.33%
42,417 $2.21 Billion
Q1 2024

May 06, 2024
BUY
N/A
37,760 New
37,760 $1.98 Billion
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