Guidance Point Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History

Guidance Point Advisors, LLC

$344 Million
Q4 2024

A detailed history of Guidance Point Advisors, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 3,744 shares of IWO stock, worth $945,023. This represents 0.31% of its overall portfolio holdings.

Number of Shares

3,744

Previous 3,702 1.13%

Holding current value

$945,023

Previous $1.05 Million 2.47%

% of portfolio

0.31%

Previous 0.32%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 12, 2025	BUY	$278.19 - $315.36 $11,683 - $13,245	42 Added 1.13%	3,744 $1.08 Million
Q3 2024 Oct 30, 2024	BUY	$256.4 - $289.78 $1,538 - $1,738	6 Added 0.16%	3,702 $1.05 Million
Q2 2024 Jul 26, 2024	BUY	$245.29 - $268.7 $3,188 - $3,493	13 Added 0.35%	3,696 $970,000
Q1 2024 May 10, 2024	BUY	$239.5 - $270.8 $195,192 - $220,702	815 Added 28.42%	3,683 $997,000
Q4 2023 Jan 30, 2024	SELL	$204.07 - $257.57 $7,142 - $9,014	-35 Reduced 1.21%	2,868 $723,000
Q2 2023 Jul 24, 2023	BUY	$219.8 - $242.66 $1,099 - $1,213	5 Added 0.17%	2,903 $704,000
Q1 2023 Apr 20, 2023	BUY	$212.51 - $245.01 $1,275 - $1,470	6 Added 0.21%	2,898 $657,000
Q4 2022 Jan 18, 2023	BUY	$205.84 - $231.03 $1,440 - $1,617	7 Added 0.24%	2,892 $0
Q3 2022 Oct 14, 2022	BUY	$202.93 - $248.43 $1,826 - $2,235	9 Added 0.31%	2,885 $596,000
Q2 2022 Jul 28, 2022	BUY	$194.2 - $261.13 $582 - $783	3 Added 0.1%	2,876 $593,000
Q1 2022 May 05, 2022	BUY	$234.1 - $296.68 $8,193 - $10,383	35 Added 1.23%	2,873 $734,000
Q4 2021 Jan 28, 2022	SELL	$280.02 - $327.35 $89,886 - $105,079	-321 Reduced 10.16%	2,838 $831,000
Q3 2021 Oct 20, 2021	SELL	$284.4 - $314.06 $7,394 - $8,165	-26 Reduced 0.82%	3,159 $927,000
Q2 2021 Jul 20, 2021	BUY	$278.74 - $313.3 $278 - $313	1 Added 0.03%	3,185 $992,000
Q1 2021 Apr 30, 2021	BUY	$282.5 - $336.63 $13,560 - $16,158	48 Added 1.53%	3,184 $957,000
Q4 2020 Jan 15, 2021	SELL	$223.17 - $294.86 $8,926 - $11,794	-40 Reduced 1.26%	3,136 $899,000
Q3 2020 Oct 16, 2020	BUY	$203.91 - $230.98 $815 - $923	4 Added 0.13%	3,176 $703,000
Q2 2020 Aug 03, 2020	BUY	$145.61 - $213.67 $27,374 - $40,169	188 Added 6.3%	3,172 $656,000
Q1 2020 Apr 30, 2020	BUY	$135.58 - $225.25 $3,253 - $5,406	24 Added 0.81%	2,984 $471,000
Q4 2019 Jan 15, 2020	SELL	$186.63 - $216.19 $37,139 - $43,021	-199 Reduced 6.3%	2,960 $634,000
Q3 2019 Oct 08, 2019	BUY	$189.94 - $205.08 $1,139 - $1,230	6 Added 0.19%	3,159 $608,000
Q2 2019 Aug 05, 2019	BUY	$187.22 - $206.14 $748 - $824	4 Added 0.13%	3,153 $633,000
Q1 2019 May 06, 2019	BUY	$164.26 - $202.05 $9,198 - $11,314	56 Added 1.81%	3,149 $619,000
Q4 2018 Feb 13, 2019	BUY	$156.33 - $211.73 $483,528 - $654,880	3,093 New	3,093 $519,000

Others Institutions Holding IWO

# of Institutions

1,133

Shares Held

33.4M

Call Options Held

174K

Put Options Held

60.5K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Guidance Point Advisors, LLC Ishares Russell 2000 Gwt ETF Transaction History