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 $2.55 Million. This represents 0.75% of its overall portfolio holdings.
Number of Shares
27,846
Previous 27,804
0.15%
Holding current value
$2.55 Million
Previous $2.66 Million
2.86%
% of portfolio
0.75%
Previous 0.8%
Shares
18 transactions
Others Institutions Holding IUSV
# of Institutions
776Shares Held
174MCall Options Held
2.9KPut Options Held
0-
Bank Of America Corp Charlotte, NC71.6MShares$6.55 Billion0.57% of portfolio
-
Lpl Financial LLC Fort Mill, SC13.8MShares$1.26 Billion0.54% of portfolio
-
Morgan Stanley New York, NY9.25MShares$847 Million0.06% of portfolio
-
Ronald Blue Trust, Inc. Brentwood, TN4.65MShares$426 Million5.6% of portfolio
-
Envestnet Asset Management Inc4.41MShares$404 Million0.14% of portfolio