A detailed history of Shared Vision Wealth Group LLC transactions in Ishares Tr stock. As of the latest transaction made, Shared Vision Wealth Group LLC holds 9,328 shares of IFRA stock, worth $432,725. This represents 0.23% of its overall portfolio holdings.

Number of Shares
9,328
Previous 9,516 1.98%
Holding current value
$432,725
Previous $401 Million 9.31%
% of portfolio
0.23%
Previous 0.23%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$41.55 - $46.97 $7,811 - $8,830
-188 Reduced 1.98%
9,328 $438 Million
Q2 2024

Jul 23, 2024

SELL
$41.22 - $44.87 $17,889 - $19,473
-434 Reduced 4.36%
9,516 $401 Million
Q1 2024

May 06, 2024

SELL
$38.14 - $43.36 $86,310 - $98,123
-2,263 Reduced 18.53%
9,950 $431 Million
Q4 2023

Feb 07, 2024

BUY
$34.58 - $40.63 $422,325 - $496,214
12,213 New
12,213 $492 Million

Others Institutions Holding IFRA

About ISHARES TR


  • Ticker IFRA
  • Sector ETFs
  • Industry ETFs
More about IFRA
Track This Portfolio

Track Shared Vision Wealth Group LLC Portfolio

Follow Shared Vision Wealth Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Shared Vision Wealth Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shared Vision Wealth Group LLC with notifications on news.