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 (IVE). 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 | 34,396 | +8,201 | +31.3% | 3.02% | $7.5M | $211.29 |
| 2025 Q3 | ADDED | 26,195 | +2,170 | +9.0% | 2.31% | $5.4M | $204.79 |
| 2025 Q2 | ADDED | 24,025 | +2,072 | +9.4% | 2.36% | $4.7M | $192.97 |
| 2025 Q1 | ADDED | 21,953 | +5,390 | +32.5% | 2.28% | $4.2M | $187.40 |
| 2024 Q4 | ADDED | 16,563 | +396 | +2.4% | 1.66% | $3.2M | $186.96 |
| 2024 Q3 | ADDED | 16,167 | +132 | +0.8% | 1.70% | $3.2M | $192.07 |
| 2024 Q2 | ADDED | 16,035 | +1,436 | +9.8% | 1.70% | $2.9M | $176.28 |
| 2024 Q1 | INITIATED | 14,599 | — | — | 1.70% | $2.7M | — |
As of 2025 Q4 — sorted by position size