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

Golden State Equity Partners

$182 Million
Q3 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 9,025 shares of IUSV stock, worth $878,403. This represents 0.47% of its overall portfolio holdings.

Number of Shares

9,025

Previous 2,544 254.76%

Holding current value

$878,403

Previous $242,000 255.79%

% of portfolio

0.47%

Previous 0.05%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

713

Shares Held

158M

Call Options Held

2.8K

Put Options Held

View Full List

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

Ticker IUSV
Sector ETFs
Industry ETFs

More about IUSV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Golden State Equity Partners, based on Form 13F filings with the SEC.

News

Stay updated on Golden State Equity Partners with notifications on news.

Account

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