Guidance Point Advisors, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Guidance Point Advisors, LLC

$314 Million
Q2 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	BUY	$25.39 - $25.49 $10,409 - $10,450	410 Added 2.82%	14,931 $380,000
Q1 2023 Apr 20, 2023	BUY	$25.32 - $25.43 $303 - $305	12 Added 0.08%	14,521 $369,000
Q4 2022 Jan 18, 2023	SELL	$25.26 - $25.42 $494,666 - $497,799	-19,583 Reduced 57.44%	14,509 $0
Q3 2022 Oct 14, 2022	BUY	$25.25 - $25.56 $18,836 - $19,067	746 Added 2.24%	34,092 $860,000
Q2 2022 Jul 28, 2022	BUY	$25.31 - $25.54 $78,435 - $79,148	3,099 Added 10.25%	33,346 $850,000
Q1 2022 May 05, 2022	BUY	$25.45 - $25.93 $890 - $907	35 Added 0.12%	30,247 $770,000
Q4 2021 Jan 28, 2022	BUY	$25.91 - $26.02 $263,141 - $264,259	10,156 Added 50.64%	30,212 $783,000
Q3 2021 Oct 20, 2021	BUY	$26.0 - $26.14 $962 - $967	37 Added 0.18%	20,056 $519,000
Q2 2021 Jul 20, 2021	BUY	$26.07 - $26.2 $1,094 - $1,100	42 Added 0.21%	20,019 $522,000
Q1 2021 Apr 30, 2021	BUY	$26.1 - $26.25 $783 - $787	30 Added 0.15%	19,977 $522,000
Q4 2020 Jan 15, 2021	BUY	$26.15 - $26.26 $35,616 - $35,766	1,362 Added 7.33%	19,947 $522,000
Q3 2020 Oct 16, 2020	SELL	$26.17 - $26.37 $370,305 - $373,135	-14,150 Reduced 43.23%	18,585 $488,000
Q2 2020 Aug 03, 2020	BUY	$25.25 - $26.25 $2,020 - $2,100	80 Added 0.24%	32,735 $858,000
Q1 2020 Apr 30, 2020	BUY	$24.02 - $26.26 $1,225 - $1,339	51 Added 0.16%	32,655 $837,000
Q4 2019 Jan 15, 2020	BUY	$25.73 - $25.86 $127,234 - $127,877	4,945 Added 17.88%	32,604 $841,000
Q3 2019 Oct 08, 2019	BUY	$25.62 - $26.04 $1,614 - $1,640	63 Added 0.23%	27,659 $712,000
Q2 2019 Aug 05, 2019	BUY	$25.34 - $25.73 $1,697 - $1,723	67 Added 0.24%	27,596 $709,000
Q1 2019 May 06, 2019	BUY	$25.08 - $25.5 $50,561 - $51,408	2,016 Added 7.9%	27,529 $701,000
Q4 2018 Feb 13, 2019	BUY	$24.6 - $25.11 $627,619 - $640,631	25,513 New	25,513 $640,000

Others Institutions Holding IBML

# of Institutions

11

Shares Held

457K

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2023 TER

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