Guidance Point Advisors, LLC Ishares Barclays Transaction History

Guidance Point Advisors, LLC

$398 Million
Q3 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$113.55 - $116.36 $14,307 - $14,661	-126 Closed	0 $0
Q3 2021 Oct 20, 2021	BUY	$114.96 - $118.18 $14,484 - $14,890	126 New	126 $14,000

Others Institutions Holding IEF

# of Institutions

1,175

Shares Held

306M

Call Options Held

21.8M

Put Options Held

4.73M

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

57.7M
Shares

$5.57 Billion
2.23% of portfolio
Jpmorgan Chase & CO New York, NY

28.1M
Shares

$2.71 Billion
0.21% of portfolio
Envestnet Asset Management Inc

12.8M
Shares

$1.24 Billion
0.38% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$1.21 Billion
0.08% of portfolio
Ameriprise Financial Inc Minneapolis, MN

11.7M
Shares

$1.13 Billion
0.29% of portfolio

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