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

Guidance Point Advisors, LLC

$375 Million
Q2 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 3,889 shares of IWR stock, worth $378,127. This represents 0.1% of its overall portfolio holdings.

Number of Shares

3,889

Previous 3,887 0.05%

Holding current value

$378,127

Previous $330,000 8.18%

% of portfolio

0.1%

Previous 0.1%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	BUY	$74.88 - $91.97 $149 - $183	2 Added 0.05%	3,889 $357,000
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

1,611

Shares Held

377M

Call Options Held

198K

Put Options Held

37.3K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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