Shared Vision Wealth Group LLC Purchases in Q4 2024

Shared Vision Wealth Group LLC

  • $190 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
MTUM
Ishares Msci Usa Momentum Fact

ETFs
6.08K
New
$201.32 - $217.44 $1.22M - $1.32M
6.08K $1.26B
IAU
Ishares Gold Trust

ETFs
15K
New
$48.37 - $52.65 $724K - $788K
15K $741M
HYDB
Ishares Tr Edge High Yield Def

ETFs
8.94K
New
$46.68 - $47.95 $417K - $428K
8.94K $420M
IEFA
Ishares Tr

ETFs
4.95K
New
$70.06 - $77.43 $347K - $383K
4.95K $348M
IEF
Ishares Barclays

ETFs
2.53K
New
$92.08 - $98.18 $233K - $248K
2.53K $234M
IWR
Ishares Russell Mid Cap ETF

ETFs
2.52K
New
$87.25 - $95.52 $220K - $241K
2.52K $223M
ICVT
Ishares Tr Convertible Bond Et

ETFs
2.22K
+ 36.8%
$83.09 - $89.28 $185K - $198K
8.26K $702M
Blackrock ETF Trust Ii
4.54K
+ 7.29%
N/A
66.8K $3.47B
IVLU
Ishares Tr Edge Msci Intl Valu

ETFs
5.34K
+ 22.26%
$26.65 - $29.34 $142K - $157K
29.3K $795M
SPY
Spdr S&P 500 ETF Trust

ETFs
39
+ 0.77%
$567.81 - $607.81 $22.1K - $23.7K
5.12K $3B
SCHZ
Schwab Us Aggregate Bond ETF

ETFs
30.7K
+ 117.91%
$22.63 - $47.53 $696K - $1.46M
56.8K $1.29B
VTEB
Vanguard Mun Bd Fds Tax Exempt

ETFs
1.77K
+ 2.87%
$49.79 - $51.14 $88.3K - $90.7K
63.5K $3.18B
IXUS
Ishares Tr

ETFs
2.19K
+ 11.37%
$65.95 - $72.56 $144K - $159K
21.4K $1.42B
VOO
Vanguard Index Fds S&P 500 ETF

ETFs
18
+ 2.67%
$521.84 - $558.82 $9.39K - $10.1K
693 $373M
TFLO
Ishares Treasury Floating Rate

ETFs
171
+ 2.22%
$50.37 - $50.63 $8.61K - $8.66K
7.89K $398M
MBB
Ishares Tr

ETFs
2.97K
+ 4.58%
$91.26 - $95.82 $271K - $285K
68K $6.23B
AGZ
Ishares Agency Bond ETF

ETFs
6
+ 0.26%
$107.68 - $110.37 $646 - $662
2.32K $250M
ILCV
Ishares Morningstar Value ETF

ETFs
37
+ 0.45%
$80.23 - $85.43 $2.97K - $3.16K
8.29K $671M
CMF
Ishares California Muni Bond E

ETFs
5
+ 0.04%
$56.66 - $58.1 $283 - $291
11.4K $651M
QUAL
Ishares Msci Usa Quality Facto

ETFs
178
+ 0.5%
$176.42 - $186.91 $31.4K - $33.3K
35.8K $6.37B
EMXC
Ishares Inc Msci Emerging Mkts

ETFs
4.08K
+ 9.57%
$55.45 - $61.08 $226K - $249K
46.7K $2.59B
UNP
Union Pacific Corp

Industrials
6
+ 0.65%
$223.15 - $249.32 $1.34K - $1.5K
926 $211M
EEM
Ishares Msci Emerging Markets

ETFs
256
+ 3.71%
$41.82 - $47.36 $10.7K - $12.1K
7.17K $300M
IVE
Ishares S&P 500 Value ETF

ETFs
396
+ 2.45%
$189.5 - $206.17 $75K - $81.6K
16.6K $3.16B
EMB
Ishares Tr

ETFs
250
+ 2.01%
$88.94 - $93.46 $22.2K - $23.4K
12.7K $1.13B
EFV
Msci Eafe Value ETF

ETFs
8.27K
+ 8.85%
$51.78 - $57.15 $428K - $472K
102K $5.34B
EUSB
Ishares Tr Esg Advanced Total

Technology
78
+ 0.28%
$42.39 - $44.29 $3.31K - $3.45K
28K $1.19B
TLT
Ishares Barclays 20+ Year Trea

ETFs
2.52K
+ 9.46%
$87.1 - $98.49 $220K - $248K
29.2K $2.55B
EFG
Msci Eafe Growth ETF

ETFs
4.58K
+ 9.4%
$96.83 - $106.88 $444K - $490K
53.3K $5.17B
IEMG
Ishares Inc

ETFs
704
+ 2.99%
N/A
24.3K $1.27B
IEV
Ishares Tr Europe ETF

ETFs
84
+ 0.56%
$52.03 - $57.63 $4.37K - $4.84K
15.1K $786M
Activity Summary
Buys All Purchases 32 New Holdings 6 Increased Positions 26 Sells All Sells 29 Reductions 29 Sold out 0 Options Calls 0 Puts 0
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