Guidance Point Advisors, LLC Ishares S&P 500 Growth ETF Transaction History

Guidance Point Advisors, LLC

$314 Million
Q2 2024

A detailed history of Guidance Point Advisors, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 192,797 shares of IVW stock, worth $18.4 Million. This represents 5.68% of its overall portfolio holdings.

Number of Shares

192,797

Previous 192,639 0.08%

Holding current value

$18.4 Million

Previous $16.3 Million 9.68%

% of portfolio

5.68%

Previous 5.4%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$79.31 - $93.31 $12,530 - $14,742	158 Added 0.08%	192,797 $17.8 Million
Q1 2024 May 10, 2024	BUY	$72.87 - $85.14 $151,569 - $177,091	2,080 Added 1.09%	192,639 $16.3 Million
Q4 2023 Jan 30, 2024	SELL	$65.78 - $75.4 $160,766 - $184,277	-2,444 Reduced 1.27%	190,559 $14.3 Million
Q3 2023 Nov 06, 2023	SELL	$68.05 - $72.66 $44,028 - $47,011	-647 Reduced 0.33%	193,003 $13.2 Million
Q2 2023 Jul 24, 2023	SELL	$63.21 - $70.48 $9,039 - $10,078	-143 Reduced 0.07%	193,650 $13.6 Million
Q1 2023 Apr 20, 2023	BUY	$57.25 - $63.89 $33,205 - $37,056	580 Added 0.3%	193,793 $12.4 Million
Q4 2022 Jan 18, 2023	SELL	$56.73 - $63.56 $196,399 - $220,044	-3,462 Reduced 1.76%	193,213 $0
Q3 2022 Oct 14, 2022	BUY	$57.85 - $71.43 $109,452 - $135,145	1,892 Added 0.97%	196,675 $11.4 Million
Q2 2022 Jul 28, 2022	BUY	$58.13 - $77.8 $407,840 - $545,844	7,016 Added 3.74%	194,783 $11.8 Million
Q1 2022 May 05, 2022	BUY	$68.33 - $84.32 $357,365 - $440,993	5,230 Added 2.87%	187,767 $14.4 Million
Q4 2021 Jan 28, 2022	BUY	$73.18 - $84.81 $6,439 - $7,463	88 Added 0.05%	182,537 $15.3 Million
Q3 2021 Oct 20, 2021	BUY	$72.99 - $79.0 $464,362 - $502,598	6,362 Added 3.61%	182,449 $13.5 Million
Q2 2021 Jul 20, 2021	BUY	$65.96 - $72.81 $161,667 - $178,457	2,451 Added 1.41%	176,087 $12.8 Million
Q1 2021 Apr 30, 2021	BUY	$61.43 - $67.25 $123,965 - $135,710	2,018 Added 1.18%	173,636 $11.3 Million
Q4 2020 Jan 15, 2021	BUY	$56.17 - $63.82 $7.27 Million - $8.26 Million	129,403 Added 306.53%	171,618 $11 Million
Q3 2020 Oct 16, 2020	SELL	$52.42 - $62.43 $262,833 - $313,024	-5,014 Reduced 10.62%	42,215 $9.76 Million
Q2 2020 Aug 03, 2020	SELL	$39.5 - $52.48 $14,615 - $19,417	-370 Reduced 0.78%	47,229 $9.8 Million
Q1 2020 Apr 30, 2020	SELL	$36.14 - $52.65 $195,481 - $284,783	-5,409 Reduced 10.2%	47,599 $7.86 Million
Q4 2019 Jan 15, 2020	BUY	$43.72 - $48.62 $54,824 - $60,969	1,254 Added 2.42%	53,008 $10.3 Million
Q3 2019 Oct 08, 2019	BUY	$43.49 - $46.27 $20,701 - $22,024	476 Added 0.93%	51,754 $9.32 Million
Q2 2019 Aug 05, 2019	BUY	$41.95 - $45.26 $21,478 - $23,173	512 Added 1.01%	51,278 $9.19 Million
Q1 2019 May 06, 2019	SELL	$36.63 - $43.33 $63,553 - $75,177	-1,735 Reduced 3.3%	50,766 $8.75 Million
Q4 2018 Feb 13, 2019	BUY	$35.15 - $44.43 $1.85 Million - $2.33 Million	52,501 New	52,501 $7.91 Million

Others Institutions Holding IVW

# of Institutions

1,757

Shares Held

431M

Call Options Held

281K

Put Options Held

217K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

Track This Portfolio

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.

Account

Guidance Point Advisors, LLC Ishares S&P 500 Growth ETF Transaction History