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 $892,392. This represents 0.47% of its overall portfolio holdings.

Number of Shares
9,025
Previous 2,544 254.76%
Holding current value
$892,392
Previous $242,000 255.79%
% of portfolio
0.47%
Previous 0.05%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

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


  • Ticker IUSV
  • Sector ETFs
  • Industry ETFs
More about IUSV
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