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 4,369 shares of IWR stock, worth $412,652. This represents 0.12% of its overall portfolio holdings.

Number of Shares
4,369
Previous 4,365 0.09%
Holding current value
$412,652
Previous $353,000 9.07%
% of portfolio
0.12%
Previous 0.11%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES RUSSELL MID-CAP ETF


  • 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.