Guidance Point Advisors, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Guidance Point Advisors, LLC

$331 Million
Q3 2024

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 06, 2023	SELL	$46.26 - $46.9 $1.13 Million - $1.15 Million	-24,527 Reduced 84.25%	4,584 $212,000
Q2 2023 Jul 24, 2023	SELL	$46.63 - $47.38 $505,049 - $513,172	-10,831 Reduced 27.12%	29,111 $1.36 Million
Q1 2023 Apr 20, 2023	SELL	$46.16 - $47.28 $191,379 - $196,022	-4,146 Reduced 9.4%	39,942 $1.88 Million
Q4 2022 Jan 18, 2023	SELL	$45.61 - $46.84 $1.98 Million - $2.03 Million	-43,320 Reduced 49.56%	44,088 $0
Q3 2022 Oct 14, 2022	SELL	$45.93 - $47.9 $147,940 - $154,285	-3,221 Reduced 3.55%	87,408 $4.04 Million
Q2 2022 Jul 28, 2022	BUY	$46.78 - $48.31 $706,144 - $729,239	15,095 Added 19.98%	90,629 $4.3 Million
Q1 2022 May 05, 2022	BUY	$48.28 - $50.36 $627,495 - $654,528	12,997 Added 20.78%	75,534 $3.78 Million
Q4 2021 Jan 28, 2022	SELL	$50.4 - $51.06 $82,000 - $83,074	-1,627 Reduced 2.54%	62,537 $3.15 Million
Q3 2021 Oct 20, 2021	BUY	$51.04 - $51.35 $393,161 - $395,549	7,703 Added 13.64%	64,164 $3.28 Million
Q2 2021 Jul 20, 2021	BUY	$51.18 - $51.42 $118,481 - $119,037	2,315 Added 4.28%	56,461 $2.9 Million
Q1 2021 Apr 30, 2021	BUY	$51.2 - $51.67 $49,408 - $49,861	965 Added 1.81%	54,146 $2.78 Million
Q4 2020 Jan 15, 2021	BUY	$51.33 - $51.65 $123,499 - $124,269	2,406 Added 4.74%	53,181 $2.75 Million
Q3 2020 Oct 16, 2020	BUY	$51.36 - $51.69 $9,861 - $9,924	192 Added 0.38%	50,775 $2.62 Million
Q2 2020 Aug 03, 2020	BUY	$50.12 - $51.49 $553,525 - $568,655	11,044 Added 27.93%	50,583 $2.6 Million
Q1 2020 Apr 30, 2020	SELL	$48.23 - $51.34 $2,749 - $2,926	-57 Reduced 0.14%	39,539 $2 Million
Q4 2019 Jan 15, 2020	BUY	$50.24 - $50.61 $56,469 - $56,885	1,124 Added 2.92%	39,596 $2 Million
Q3 2019 Oct 08, 2019	BUY	$50.22 - $50.52 $57,351 - $57,693	1,142 Added 3.06%	38,472 $1.94 Million
Q2 2019 Aug 05, 2019	SELL	N/A	-720 Reduced 1.89%	37,330 $1.88 Million
Q1 2019 May 06, 2019	BUY	N/A	65 Added 0.17%	38,050 $1.9 Million
Q4 2018 Feb 13, 2019	BUY	N/A	37,985 New	37,985 $1.86 Million

Others Institutions Holding ISTB

# of Institutions

387

Shares Held

57.7M

Call Options Held

Put Options Held

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$490 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$232 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$150 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$146 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.4 Million
0.0% of portfolio

View Full List

About IHARES CORE 1-5 YEARS USD BOND

Ticker ISTB
Sector ETFs
Industry ETFs

More about ISTB

Track This Portfolio

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.

Account