Guidance Point Advisors, LLC Ishares Tr Transaction History

Guidance Point Advisors, LLC

$301 Million
Q1 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 06, 2023	BUY	$41.76 - $48.97 $184,286 - $216,104	4,413 New	4,413 $209,000
Q4 2022 Jan 18, 2023	BUY	$44.46 - $50.5 $193,312 - $219,574	4,348 New	4,348 $0
Q4 2021 Jan 28, 2022	SELL	$28.79 - $32.36 $155,178 - $174,420	-5,390 Closed	0 $0
Q3 2021 Oct 20, 2021	BUY	$24.81 - $29.6 $133,725 - $159,544	5,390 New	5,390 $152,000
Q1 2020 Apr 30, 2020	SELL	$12.58 - $32.54 $102,250 - $264,485	-8,128 Closed	0 $0

Q4 2019 Jan 15, 2020	SELL	$29.95 - $32.92 $129,503 - $142,346	-4,324 Reduced 34.73%	8,128 $261,000
Q3 2019 Oct 08, 2019	BUY	$29.89 - $34.75 $41,666 - $48,441	1,394 Added 12.61%	12,452 $395,000
Q2 2019 Aug 05, 2019	BUY	$31.84 - $37.32 $2,770 - $3,246	87 Added 0.79%	11,058 $380,000
Q1 2019 May 06, 2019	BUY	$31.51 - $36.65 $2,552 - $2,968	81 Added 0.74%	10,971 $395,000
Q4 2018 Feb 13, 2019	BUY	$29.27 - $43.05 $318,750 - $468,814	10,890 New	10,890 $339,000

Others Institutions Holding IYE

# of Institutions

331

Shares Held

14.8M

Call Options Held

38.1K

Put Options Held

2.9K

Morgan Stanley New York, NY

2.05M
Shares

$98.6 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.46M
Shares

$70.4 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.45M
Shares

$69.7 Million
1.79% of portfolio
Wells Fargo & Company San Francisco, CA

985K
Shares

$47.5 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

614K
Shares

$29.6 Million
0.01% of portfolio

About ISHARES TR

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