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

Guidance Point Advisors, LLC

$339 Million
Q1 2025

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 28,630 shares of IUSV stock, worth $2.59 Million. This represents 0.78% of its overall portfolio holdings.

Number of Shares

28,630

Previous 27,846 2.82%

Holding current value

$2.59 Million

Previous $2.58 Million 2.44%

% of portfolio

0.78%

Previous 0.75%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$90.0 - $96.32 $70,560 - $75,514	784 Added 2.82%	28,630 $2.64 Million
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

802

Shares Held

180M

Call Options Held

Put Options Held

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

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