Shared Vision Wealth Group LLC Ishares Tr Transaction History

Shared Vision Wealth Group LLC

$190 Billion
Q4 2024

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 21,415 shares of IXUS stock, worth $1.51 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares

21,415

Previous 19,229 11.37%

Holding current value

$1.51 Million

Previous $1.4 Billion 1.42%

% of portfolio

0.75%

Previous 0.75%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	$65.95 - $72.56 $144,166 - $158,616	2,186 Added 11.37%	21,415 $1.42 Billion
Q3 2024 Nov 12, 2024	BUY	$64.9 - $73.35 $224,813 - $254,084	3,464 Added 21.97%	19,229 $1.4 Billion
Q2 2024 Jul 23, 2024	SELL	$65.1 - $70.07 $788,556 - $848,757	-12,113 Reduced 43.45%	15,765 $1.07 Billion
Q1 2024 May 06, 2024	BUY	$62.39 - $67.92 $88,593 - $96,446	1,420 Added 5.37%	27,878 $1.89 Billion
Q4 2023 Feb 07, 2024	BUY	$57.18 - $64.93 $1.51 Million - $1.72 Million	26,458 New	26,458 $1.72 Billion

Others Institutions Holding IXUS

# of Institutions

841

Shares Held

486M

Call Options Held

2.8K

Put Options Held

2.3K

View Full List

About ISHARES TR

Ticker IXUS
Sector ETFs
Industry ETFs

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Shared Vision Wealth Group LLC Ishares Tr Transaction History