Shared Vision Wealth Group LLC BLACKROCK ETF TRUST II Transaction History

Shared Vision Wealth Group LLC

  • $236 Billion
  • Q3 2025
Number of Shares
4,774
Previous 4,901 2.59%
Holding current value
$235 Million
Previous $233 Million 1.17%
% of portfolio
0.1%
Previous 0.12%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 29, 2025
SELL
N/A
-127 Reduced 2.59%
4,774 $235 Million
Q2 2025

Aug 07, 2025
SELL
N/A
-1,686 Reduced 25.6%
4,901 $233 Million
Q1 2025

May 02, 2025
BUY
N/A
6,587 New
6,587 $326 Million
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