Shared Vision Wealth Group LLC Sells in Q4 2024

Shared Vision Wealth Group LLC

  • $190 Billion
  • Q4 2024
Stock Shares change Price Range Shares Held Trade History
IUSB
Ishares Core Total Usd Bond Ma

ETFs
-12.4K
- 2.55%
$45.07 - $47.1 $558K - $583K
473K $21.4B
IGEB
Ishares Tr Edge Invt Grade Enh

ETFs
-23.4K
- 41.45%
$44.21 - $46.46 $1.03M - $1.09M
33K $1.47B
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
-2.69K
- 32.84%
$50.14 - $52.56 $135K - $142K
5.51K $277M
NVDA
Nvidia Corp

Technology
-1.62K
- 21.74%
$117.0 - $148.88 $190K - $241K
5.84K $784M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-1.2K
- 8.87%
$124.61 - $133.96 $149K - $160K
12.3K $1.58B
GOVT
Ishares U.S. Treasury Bond ETF

ETFs
-2.34K
- 1.98%
$22.39 - $23.45 $52.4K - $54.9K
116K $2.66B
TLH
Ishares Barclays 10 20 Yr Trea

ETFs
-144
- 1.62%
$99.04 - $109.59 $14.3K - $15.8K
8.75K $871M
COST
Costco Wholesale Corp

Consumer Defensive
-139
- 13.11%
$873.59 - $994.69 $121K - $138K
921 $844M
LQD
Ishares Iboxx $ Investment Gra

ETFs
-483
- 8.4%
$106.56 - $113.11 $51.5K - $54.6K
5.27K $563M
VLUE
Ishares Msci Usa Value Factor

ETFs
-651
- 19.78%
$104.01 - $115.38 $67.7K - $75.1K
2.64K $279M
MSFT
Microsoft Corp

Technology
-83
- 4.83%
$406.35 - $454.46 $33.7K - $37.7K
1.64K $689M
TIP
Ishares Tr Tips Bd ETF

ETFs
-331
- 9.66%
$106.33 - $110.69 $35.2K - $36.6K
3.1K $330M
JNJ
Johnson & Johnson

Healthcare
-2
- 0.07%
$143.34 - $165.86 $287 - $332
2.67K $386M
VTIP
Vanguard Sht Trm Inflt Prot Fd

ETFs
-620
- 6.52%
$48.33 - $49.08 $30K - $30.4K
8.89K $430M
USMV
Ishares Msci Usa Min Vol Facto

ETFs
-331
- 12.37%
$88.59 - $94.57 $29.3K - $31.3K
2.34K $208M
IFRA
Ishares Tr

ETFs
-581
- 6.23%
$45.94 - $51.71 $26.7K - $30K
8.75K $405M
GNMA
Ishares Gnma Bond ETF

ETFs
-527
- 9.72%
$42.8 - $44.74 $22.6K - $23.6K
4.9K $210M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-192
- 4.49%
$113.92 - $127.38 $21.9K - $24.5K
4.08K $471M
BBUS
J P Morgan Exchg Traded Fd

ETFs
-84
- 3.15%
$102.46 - $110.17 $8.61K - $9.25K
2.59K $274M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-9
- 0.98%
$311.11 - $335.64 $2.8K - $3.02K
909 $293M
IYW
Ishares Dj Us Tech ETF

ETFs
-698
- 3.68%
$148.14 - $166.23 $103K - $116K
18.2K $2.91B
OEF
Ishares S&P 100 ETF

ETFs
-12
- 0.2%
N/A
6.05K $1.75B
AMZN
Amazon Com Inc

Consumer Cyclical
-396
- 7.67%
$180.88 - $232.93 $71.6K - $92.2K
4.77K $1.05B
DYNF
Blackrock ETF Tr U S Equity Fa

ETFs
-1.97K
- 1.63%
$49.03 - $53.35 $96.6K - $105K
119K $6.09B
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.42K
- 2.23%
$94.43 - $105.47 $134K - $150K
62.2K $6.31B
IVV
Ishares Core S&P 500 ETF

ETFs
-235
- 0.53%
$570.51 - $610.59 $134K - $143K
44.3K $26.1B
AVGO
Broadcom Inc.

Technology
-1.73K
- 9.84%
$159.67 - $250.0 $277K - $434K
15.9K $3.68B
AAPL
Apple Inc.

Technology
-1.52K
- 0.85%
$221.69 - $259.02 $337K - $394K
177K $44.4B
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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