Ownership history in Shared Vision Wealth Group LLC · 8 quarters on record
This page tracks every 13F SEC filing in which Shared Vision Wealth Group LLC reported a position in BLACKROCK ETF TRUST II (BINC). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price — sourced directly from SEC EDGAR 13F filings.
| Quarter | Action | Shares | Change | Chg % | % of Fund | Mkt Value | Price (EOQ) |
|---|---|---|---|---|---|---|---|
| 2025 Q4 | ADDED | 120,808 | +17,856 | +17.3% | 2.60% | $6.4M | $52.34 |
| 2025 Q3 | ADDED | 102,952 | +12,812 | +14.2% | 2.33% | $5.5M | $51.60 |
| 2025 Q2 | ADDED | 90,140 | +20,112 | +28.7% | 2.37% | $4.8M | $50.54 |
| 2025 Q1 | ADDED | 70,028 | +3,261 | +4.9% | 2.00% | $3.7M | $49.42 |
| 2024 Q4 | ADDED | 66,767 | +4,536 | +7.3% | 1.83% | $3.5M | $48.66 |
| 2024 Q3 | ADDED | 62,231 | +19,814 | +46.7% | 1.78% | $3.3M | $48.73 |
| 2024 Q2 | ADDED | 42,417 | +4,657 | +12.3% | 1.29% | $2.2M | $46.84 |
| 2024 Q1 | INITIATED | 37,760 | — | — | 1.24% | $2.0M | — |
As of 2025 Q4 — sorted by position size