Guidance Point Advisors, LLC Ishares Tr Transaction History

Guidance Point Advisors, LLC

  • $339 Million
  • Q1 2025

A detailed history of Guidance Point Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 319,171 shares of IBDV stock, worth $6.99 Million. This represents 2.04% of its overall portfolio holdings.

Number of Shares
319,171
Previous 317,523 0.52%
Holding current value
$6.99 Million
Previous $6.78 Million 2.21%
% of portfolio
2.04%
Previous 1.97%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
BUY
$21.11 - $21.73 $34,789 - $35,811
1,648 Added 0.52%
319,171 $6.93 Million
Q4 2024

Feb 12, 2025
BUY
$21.24 - $22.15 $139,525 - $145,503
6,569 Added 2.11%
317,523 $6.78 Million
Q3 2024

Oct 30, 2024
SELL
$21.11 - $22.24 $361,297 - $380,637
-17,115 Reduced 5.22%
310,954 $6.89 Million
Q2 2024

Jul 26, 2024
BUY
$20.82 - $21.38 $1.07 Million - $1.1 Million
51,622 Added 18.67%
328,069 $6.97 Million
Q1 2024

May 10, 2024
BUY
$21.16 - $21.68 $517,086 - $529,794
24,437 Added 9.7%
276,447 $5.92 Million
Q4 2023

Jan 30, 2024
BUY
$19.85 - $21.72 $975,905 - $1.07 Million
49,164 Added 24.24%
252,010 $5.45 Million
Q3 2023

Nov 06, 2023
BUY
$20.34 - $21.26 $345,210 - $360,824
16,972 Added 9.13%
202,846 $4.13 Million
Q2 2023

Jul 24, 2023
BUY
$21.0 - $21.69 $134,295 - $138,707
6,395 Added 3.56%
185,874 $3.94 Million
Q1 2023

Apr 20, 2023
BUY
$20.69 - $21.78 $335,343 - $353,010
16,208 Added 9.93%
179,479 $3.86 Million
Q4 2022

Jan 18, 2023
BUY
$19.74 - $21.37 $420,027 - $454,710
21,278 Added 14.99%
163,271 $0
Q3 2022

Oct 14, 2022
BUY
$20.06 - $22.25 $384,108 - $426,043
19,148 Added 15.59%
141,993 $2.89 Million
Q2 2022

Jul 28, 2022
BUY
$20.9 - $23.16 $1.45 Million - $1.61 Million
69,417 Added 129.93%
122,845 $2.63 Million
Q1 2022

May 05, 2022
BUY
$22.89 - $24.9 $1.22 Million - $1.33 Million
53,428 New
53,428 $1.84 Million

Others Institutions Holding IBDV

# of Institutions
241
Shares Held
69.6M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IBDV Quotes by TradingView
  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Guidance Point Advisors, LLC Portfolio

Follow Guidance Point Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email