Guidance Point Advisors, LLC Ishares Russell 2000 ETF Transaction History

Guidance Point Advisors, LLC

  • $339 Million
  • Q1 2025

A detailed history of Guidance Point Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 1,496 shares of IWM stock, worth $312,708. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,496
Previous 1,923 22.2%
Holding current value
$312,708
Previous $424,000 29.72%
% of portfolio
0.09%
Previous 0.12%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 14, 2025
SELL
$198.1 - $229.79 $84,588 - $98,120
-427 Reduced 22.2%
1,496 $298,000
Q4 2024

Feb 12, 2025
BUY
$216.13 - $242.4 $1,945 - $2,181
9 Added 0.47%
1,923 $424,000
Q3 2024

Oct 30, 2024
BUY
$200.87 - $224.6 $1,406 - $1,572
7 Added 0.37%
1,914 $422,000
Q2 2024

Jul 26, 2024
BUY
$192.84 - $209.44 $771 - $837
4 Added 0.21%
1,907 $386,000
Q1 2024

May 10, 2024
BUY
$189.48 - $210.3 $757 - $841
4 Added 0.21%
1,903 $400,000
Q4 2023

Jan 30, 2024
SELL
$162.21 - $204.82 $8,921 - $11,265
-55 Reduced 2.81%
1,899 $381,000
Q2 2023

Jul 24, 2023
SELL
$170.4 - $187.93 $9,031 - $9,960
-53 Reduced 2.64%
1,954 $365,000
Q1 2023

Apr 20, 2023
BUY
$170.25 - $198.32 $170 - $198
1 Added 0.05%
2,007 $358,000
Q4 2022

Jan 18, 2023
BUY
$166.81 - $188.05 $834 - $940
5 Added 0.25%
2,006 $0
Q3 2022

Oct 14, 2022
BUY
$164.17 - $201.07 $492 - $603
3 Added 0.15%
2,001 $330,000
Q2 2022

Jul 28, 2022
SELL
$163.9 - $207.91 $3,933 - $4,989
-24 Reduced 1.19%
1,998 $338,000
Q1 2022

May 05, 2022
SELL
$191.52 - $225.32 $1,723 - $2,027
-9 Reduced 0.44%
2,022 $415,000
Q4 2021

Jan 28, 2022
SELL
$212.12 - $242.56 $2,121 - $2,425
-10 Reduced 0.49%
2,031 $452,000
Q3 2021

Oct 20, 2021
SELL
$211.73 - $231.39 $2,117 - $2,313
-10 Reduced 0.49%
2,041 $446,000
Q2 2021

Jul 20, 2021
BUY
$211.85 - $232.89 $27,540 - $30,275
130 Added 6.77%
2,051 $470,000
Q1 2021

Apr 30, 2021
BUY
$193.5 - $234.42 $97,524 - $118,147
504 Added 35.57%
1,921 $424,000
Q4 2020

Jan 15, 2021
BUY
$152.18 - $199.14 $152 - $199
1 Added 0.07%
1,417 $277,000
Q3 2020

Oct 16, 2020
SELL
$139.07 - $158.46 $4,033 - $4,595
-29 Reduced 2.01%
1,416 $212,000
Q2 2020

Aug 03, 2020
BUY
$104.62 - $153.09 $151,175 - $221,215
1,445 New
1,445 $206,000
Q1 2020

Apr 30, 2020
SELL
$99.9 - $169.53 $146,753 - $249,039
-1,469 Closed
0 $0
Q4 2019

Jan 15, 2020
SELL
$146.46 - $166.68 $1,611 - $1,833
-11 Reduced 0.74%
1,469 $244,000
Q3 2019

Oct 08, 2019
BUY
$144.85 - $157.9 $144 - $157
1 Added 0.07%
1,480 $224,000
Q1 2019

May 06, 2019
BUY
$132.25 - $158.24 $195,597 - $234,036
1,479 New
1,479 $226,000

Others Institutions Holding IWM

# of Institutions
2,858
Shares Held
319M
Call Options Held
230M
Put Options Held
543M
View Full List

About ISHARES RUSSELL 2000 ETF

IWM Quotes by TradingView
  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
Track This Portfolio

Track Guidance Point Advisors, LLC Portfolio

Follow Guidance Point Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email