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

Guidance Point Advisors, LLC

$339 Million
Q1 2025

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 198,665 shares of IVW stock, worth $20.9 Million. This represents 5.44% of its overall portfolio holdings.

Number of Shares

198,665

Previous 197,193 0.75%

Holding current value

$20.9 Million

Previous $20 Million 7.89%

% of portfolio

5.44%

Previous 5.81%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	$92.45 - $106.69 $136,086 - $157,047	1,472 Added 0.75%	198,665 $18.4 Million
Q4 2024 Feb 12, 2025	BUY	$94.43 - $105.47 $327,672 - $365,980	3,470 Added 1.79%	197,193 $20 Million
Q3 2024 Oct 30, 2024	BUY	$84.77 - $97.13 $78,497 - $89,942	926 Added 0.48%	193,723 $18.5 Million
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

2,029

Shares Held

427M

Call Options Held

203K

Put Options Held

136K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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