Guidance Point Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Guidance Point Advisors, LLC

$314 Million
Q2 2024

A detailed history of Guidance Point Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 189,021 shares of IBDS stock, worth $4.61 Million. This represents 1.43% of its overall portfolio holdings.

Number of Shares

189,021

Previous 161,924 16.73%

Holding current value

$4.61 Million

Previous $3.85 Million 16.4%

% of portfolio

1.43%

Previous 1.28%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 26, 2024	BUY	$23.48 - $23.77 $636,237 - $644,095	27,097 Added 16.73%	189,021 $4.49 Million
Q1 2024 May 10, 2024	BUY	$23.67 - $24.03 $187,466 - $190,317	7,920 Added 5.14%	161,924 $3.85 Million
Q4 2023 Jan 30, 2024	BUY	$22.84 - $23.94 $669,234 - $701,465	29,301 Added 23.5%	154,004 $3.69 Million
Q3 2023 Nov 06, 2023	BUY	$23.07 - $23.6 $245,395 - $251,033	10,637 Added 9.33%	124,703 $2.89 Million
Q2 2023 Jul 24, 2023	SELL	$23.39 - $23.94 $1.16 Million - $1.19 Million	-49,499 Reduced 30.26%	114,066 $2.68 Million
Q1 2023 Apr 20, 2023	BUY	$23.15 - $24.01 $315,094 - $326,800	13,611 Added 9.08%	163,565 $3.9 Million
Q4 2022 Jan 18, 2023	BUY	$22.55 - $23.67 $425,202 - $446,321	18,856 Added 14.38%	149,954 $0
Q3 2022 Oct 14, 2022	BUY	$22.77 - $24.53 $395,856 - $426,454	17,385 Added 15.29%	131,098 $3.03 Million
Q2 2022 Jul 28, 2022	BUY	$23.33 - $24.86 $1.49 Million - $1.59 Million	63,820 Added 127.91%	113,713 $2.71 Million
Q1 2022 May 05, 2022	BUY	$24.73 - $26.48 $1.23 Million - $1.32 Million	49,893 New	49,893 $1.84 Million

Others Institutions Holding IBDS

# of Institutions

331

Shares Held

81M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
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Guidance Point Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History