Guidance Point Advisors, LLC Ishares Tr Transaction History

Guidance Point Advisors, LLC

$331 Million
Q3 2024

Shares

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 24, 2023	BUY	$25.86 - $28.52 $6,025 - $6,645	233 Added 2.73%	8,773 $230,000
Q1 2023 Apr 20, 2023	SELL	$26.54 - $29.5 $21,922 - $24,367	-826 Reduced 8.82%	8,540 $234,000
Q4 2022 Jan 18, 2023	BUY	$22.26 - $27.56 $2,849 - $3,527	128 Added 1.39%	9,366 $0
Q3 2022 Oct 14, 2022	BUY	$22.53 - $28.47 $5,429 - $6,861	241 Added 2.68%	9,238 $208,000
Q2 2022 Jul 28, 2022	BUY	$26.84 - $32.0 $5,448 - $6,496	203 Added 2.31%	8,997 $244,000
Q1 2022 May 05, 2022	BUY	$29.99 - $33.33 $3,028 - $3,366	101 Added 1.16%	8,794 $279,000
Q4 2021 Jan 28, 2022	BUY	$29.77 - $31.71 $2,560 - $2,727	86 Added 1.0%	8,693 $271,000
Q3 2021 Oct 20, 2021	BUY	$30.42 - $32.96 $5,140 - $5,570	169 Added 2.0%	8,607 $261,000
Q2 2021 Jul 20, 2021	BUY	$31.67 - $34.02 $3,357 - $3,606	106 Added 1.27%	8,438 $273,000
Q1 2021 Apr 30, 2021	SELL	$29.53 - $32.13 $55,486 - $60,372	-1,879 Reduced 18.4%	8,332 $262,000
Q4 2020 Jan 15, 2021	BUY	$24.08 - $29.73 $1,757 - $2,170	73 Added 0.72%	10,211 $300,000
Q3 2020 Oct 16, 2020	BUY	$24.68 - $26.95 $3,035 - $3,314	123 Added 1.23%	10,138 $252,000
Q2 2020 Aug 03, 2020	BUY	$21.21 - $27.95 $2,417 - $3,186	114 Added 1.15%	10,015 $251,000
Q1 2020 Apr 30, 2020	BUY	$19.58 - $34.05 $6,872 - $11,951	351 Added 3.68%	9,901 $223,000
Q4 2019 Jan 15, 2020	SELL	$29.79 - $33.61 $1,519 - $1,714	-51 Reduced 0.53%	9,550 $320,000
Q3 2019 Oct 08, 2019	BUY	$30.41 - $31.26 $729 - $750	24 Added 0.25%	9,601 $295,000
Q2 2019 Aug 05, 2019	BUY	N/A	292 Added 3.14%	9,577 $294,000
Q1 2019 May 06, 2019	SELL	N/A	-4,763 Reduced 33.91%	9,285 $286,000
Q4 2018 Feb 13, 2019	BUY	N/A	14,048 New	14,048 $273,000

Others Institutions Holding IDV

# of Institutions

479

Shares Held

76.4M

Call Options Held

92.6K

Put Options Held

28.2K

About ISHARES TR

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