Guidance Point Advisors, LLC Ishares Tr Transaction History

Guidance Point Advisors, LLC

$331 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$83.02 - $90.24 $30,219 - $32,847	-364 Closed	0 $0
Q3 2021 Oct 20, 2021	BUY	$79.17 - $85.45 $28,817 - $31,103	364 New	364 $30,000

Others Institutions Holding IYF

# of Institutions

408

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$229 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$192 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$148 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$138 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$88.7 Million
0.07% of portfolio

About ISHARES TR

Ticker IYF
Sector ETFs
Industry ETFs

Track This Portfolio

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.