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 ISHARES TR (IGEB). 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 | 59,052 | +6,309 | +12.0% | 1.10% | $2.7M | $45.30 |
| 2025 Q3 | REDUCED | 52,743 | -1,376 | -2.5% | 1.04% | $2.4M | $44.92 |
| 2025 Q2 | ADDED | 54,119 | +18,856 | +53.5% | 1.22% | $2.5M | $43.79 |
| 2025 Q1 | ADDED | 35,263 | +2,226 | +6.7% | 0.87% | $1.6M | $42.84 |
| 2024 Q4 | REDUCED | 33,037 | -23,389 | -41.5% | 0.77% | $1.5M | $41.88 |
| 2024 Q3 | ADDED | 56,426 | +7,038 | +14.3% | 1.40% | $2.6M | $43.10 |
| 2024 Q2 | ADDED | 49,388 | +44,114 | +836.4% | 1.27% | $2.2M | $40.65 |
| 2024 Q1 | INITIATED | 5,274 | — | — | 0.15% | $237K | — |
As of 2025 Q4 — sorted by position size