Guidance Point Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Guidance Point Advisors, LLC

  • $339 Million
  • Q1 2025

A detailed history of Guidance Point Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 3,887 shares of IWR stock, worth $349,402. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,887
Previous 4,373 11.11%
Holding current value
$349,402
Previous $386,000 14.51%
% of portfolio
0.1%
Previous 0.11%

Shares

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

May 14, 2025
SELL
$82.81 - $92.93 $40,245 - $45,163
-486 Reduced 11.11%
3,887 $330,000
Q4 2024

Feb 12, 2025
BUY
$87.25 - $95.52 $349 - $382
4 Added 0.09%
4,373 $386,000
Q3 2024

Oct 30, 2024
BUY
$79.92 - $88.19 $319 - $352
4 Added 0.09%
4,369 $385,000
Q2 2024

Jul 26, 2024
BUY
$78.66 - $83.59 $9,675 - $10,281
123 Added 2.9%
4,365 $353,000
Q1 2024

May 10, 2024
BUY
$75.37 - $84.09 $319,719 - $356,709
4,242 New
4,242 $356,000
Q4 2021

Jan 28, 2022
SELL
$78.41 - $85.28 $49,006 - $53,300
-625 Closed
0 $0
Q3 2021

Oct 20, 2021
BUY
$76.44 - $82.59 $47,775 - $51,618
625 New
625 $48,000

Others Institutions Holding IWR

# of Institutions
1,539
Shares Held
382M
Call Options Held
151K
Put Options Held
164K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
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