Golden State Equity Partners Ishares Core S&P U.S. Value Et Transaction History

Golden State Equity Partners

$510 Million
Q4 2024

A detailed history of Golden State Equity Partners transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Golden State Equity Partners holds 10,601 shares of IUSV stock, worth $1.01 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

10,601

Previous 9,025 17.46%

Holding current value

$1.01 Million

Previous $861,000 13.94%

% of portfolio

0.19%

Previous 0.47%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 24, 2025	BUY	$91.94 - $100.02 $144,897 - $157,631	1,576 Added 17.46%	10,601 $981,000
Q3 2024 Oct 29, 2024	BUY	$87.56 - $95.49 $567,476 - $618,870	6,481 Added 254.76%	9,025 $861,000
Q3 2024 Oct 25, 2024	SELL	$87.56 - $95.49 $312,238 - $340,517	-3,566 Reduced 58.36%	2,544 $242,000
Q2 2024 Jul 29, 2024	BUY	$85.39 - $90.42 $223,977 - $237,171	2,623 Added 75.22%	6,110 $538,000
Q4 2023 Feb 02, 2024	BUY	$71.48 - $84.61 $249,250 - $295,035	3,487 New	3,487 $294,000

Others Institutions Holding IUSV

# of Institutions

774

Shares Held

174M

Call Options Held

2.9K

Put Options Held

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About ISHARES CORE S&P U.S. VALUE ET

Ticker IUSV
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Golden State Equity Partners Ishares Core S&P U.S. Value Et Transaction History