Shared Vision Wealth Group LLC BLACKROCK ETF TRUST Transaction History

Shared Vision Wealth Group LLC

  • $236 Billion
  • Q3 2025
Number of Shares
67,755
Previous 50,123 35.18%
Holding current value
$2.56 Billion
Previous $1.81 Billion 41.12%
% of portfolio
1.08%
Previous 0.9%

Shares

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

Oct 29, 2025
BUY
N/A
17,632 Added 35.18%
67,755 $2.56 Billion
Q2 2025

Aug 07, 2025
BUY
N/A
41,986 Added 515.99%
50,123 $1.81 Billion
Q1 2025

May 02, 2025
BUY
N/A
8,137 New
8,137 $258 Million
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