A detailed history of Guidance Point Advisors, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 266,708 shares of IBDX stock, worth $6.63 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares
266,708
Previous 278,312 4.17%
Holding current value
$6.63 Million
Previous $6.84 Million 0.32%
% of portfolio
2.07%
Previous 2.18%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

SELL
$24.34 - $25.83 $282,441 - $299,731
-11,604 Reduced 4.17%
266,708 $6.86 Million
Q2 2024

Jul 26, 2024

BUY
$24.0 - $24.77 $1.07 Million - $1.1 Million
44,547 Added 19.06%
278,312 $6.84 Million
Q1 2024

May 10, 2024

BUY
$24.5 - $25.2 $623,035 - $640,836
25,430 Added 12.21%
233,765 $5.8 Million
Q4 2023

Jan 30, 2024

BUY
$22.73 - $25.34 $978,776 - $1.09 Million
43,061 Added 26.05%
208,335 $5.26 Million
Q3 2023

Nov 06, 2023

BUY
$23.44 - $24.77 $346,396 - $366,051
14,778 Added 9.82%
165,274 $3.88 Million
Q2 2023

Jul 24, 2023

BUY
$24.35 - $25.33 $3.66 Million - $3.81 Million
150,496 New
150,496 $3.71 Million

Others Institutions Holding IBDX

About ISHARES TR IBONDS DEC 2032 TER


  • Ticker IBDX
  • Sector ETFs
  • Industry ETFs
More about IBDX
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.