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

Guidance Point Advisors, LLC

$314 Million
Q2 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

386

Shares Held

58.3M

Call Options Held

Put Options Held

100

Acorns Advisers, LLC Irvine, CA

9.75M
Shares

$470 Million
4.95% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$233 Million
0.63% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$151 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.12M
Shares

$150 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.9 Million
0.0% of portfolio

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