Guidance Point Advisors, LLC Ishares Core S&P U.S. Value Et Transaction History

Guidance Point Advisors, LLC

  • $344 Million
  • Q4 2024

A detailed history of Guidance Point Advisors, LLC transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 27,846 shares of IUSV stock, worth $2.56 Million. This represents 0.75% of its overall portfolio holdings.

Number of Shares
27,846
Previous 27,804 0.15%
Holding current value
$2.56 Million
Previous $2.66 Million 2.86%
% of portfolio
0.75%
Previous 0.8%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 12, 2025
BUY
$91.94 - $100.02 $3,861 - $4,200
42 Added 0.15%
27,846 $2.58 Million
Q3 2024

Oct 30, 2024
SELL
$87.56 - $95.49 $29,157 - $31,798
-333 Reduced 1.18%
27,804 $2.66 Million
Q2 2024

Jul 26, 2024
BUY
$85.39 - $90.42 $3,074 - $3,255
36 Added 0.13%
28,137 $2.48 Million
Q1 2024

May 10, 2024
BUY
$82.87 - $90.44 $11,601 - $12,661
140 Added 0.5%
28,101 $2.54 Million
Q4 2023

Jan 30, 2024
SELL
$71.48 - $84.61 $1.25 Million - $1.48 Million
-17,436 Reduced 38.41%
27,961 $2.36 Million
Q3 2023

Nov 06, 2023
SELL
$74.38 - $81.04 $211,611 - $230,558
-2,845 Reduced 5.9%
45,397 $3.39 Million
Q2 2023

Jul 24, 2023
SELL
$72.65 - $78.26 $402,335 - $433,403
-5,538 Reduced 10.3%
48,242 $3.78 Million
Q1 2023

Apr 20, 2023
BUY
$70.21 - $77.86 $13,410 - $14,871
191 Added 0.36%
53,780 $3.97 Million
Q4 2022

Jan 18, 2023
BUY
$63.23 - $73.93 $1.01 Million - $1.18 Million
15,977 Added 42.48%
53,589 $0
Q3 2022

Oct 14, 2022
BUY
$62.61 - $73.64 $36,188 - $42,563
578 Added 1.56%
37,612 $2.35 Million
Q2 2022

Jul 28, 2022
SELL
$64.88 - $77.18 $76,298 - $90,763
-1,176 Reduced 3.08%
37,034 $2.48 Million
Q1 2022

May 05, 2022
BUY
$71.81 - $77.49 $243,579 - $262,846
3,392 Added 9.74%
38,210 $2.9 Million
Q4 2021

Jan 28, 2022
SELL
$71.13 - $76.45 $303,440 - $326,135
-4,266 Reduced 10.91%
34,818 $2.66 Million
Q3 2021

Oct 20, 2021
SELL
$69.93 - $74.13 $13,356 - $14,158
-191 Reduced 0.49%
39,084 $2.77 Million
Q2 2021

Jul 20, 2021
BUY
$69.41 - $73.87 $9,162 - $9,750
132 Added 0.34%
39,275 $2.83 Million
Q1 2021

Apr 30, 2021
BUY
$61.28 - $69.6 $851,914 - $967,579
13,902 Added 55.08%
39,143 $2.7 Million
Q4 2020

Jan 15, 2021
BUY
$53.17 - $62.19 $1.12 Million - $1.31 Million
21,138 Added 515.18%
25,241 $1.57 Million
Q3 2020

Oct 16, 2020
BUY
$51.46 - $57.08 $211,140 - $234,199
4,103 New
4,103 $222,000

Others Institutions Holding IUSV

# of Institutions
776
Shares Held
174M
Call Options Held
2.9K
Put Options Held
0
View Full List

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

IUSV Quotes by TradingView
  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
Track This Portfolio

Track Guidance Point Advisors, LLC Portfolio

Follow Guidance Point Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Guidance Point Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Guidance Point Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email