Guidance Point Advisors, LLC Ishares Tr Transaction History

Guidance Point Advisors, LLC

$375 Million
Q2 2025

A detailed history of Guidance Point Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 10,333 shares of IYR stock, worth $1.01 Million. This represents 0.26% of its overall portfolio holdings.

Number of Shares

10,333

Previous 10,612 2.63%

Holding current value

$1.01 Million

Previous $1.02 Million 3.64%

% of portfolio

0.26%

Previous 0.3%

27 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 11, 2025	SELL	$84.48 - $96.25 $23,569 - $26,853	-279 Reduced 2.63%	10,333 $979,000
Q1 2025 May 14, 2025	BUY	$89.49 - $98.98 $3,311 - $3,662	37 Added 0.35%	10,612 $1.02 Million
Q4 2024 Feb 12, 2025	SELL	$90.74 - $102.87 $21,596 - $24,483	-238 Reduced 2.2%	10,575 $984,000
Q3 2024 Oct 30, 2024	BUY	$86.93 - $103.61 $3,737 - $4,455	43 Added 0.4%	10,813 $1.1 Million
Q2 2024 Jul 26, 2024	SELL	$81.6 - $89.23 $116,932 - $127,866	-1,433 Reduced 11.74%	10,770 $944,000
Q1 2024 May 10, 2024	SELL	$85.32 - $92.22 $1.87 Million - $2.03 Million	-21,974 Reduced 64.29%	12,203 $1.1 Million
Q4 2023 Jan 30, 2024	SELL	$73.28 - $92.46 $355,554 - $448,615	-4,852 Reduced 12.43%	34,177 $3.12 Million
Q3 2023 Nov 06, 2023	SELL	$77.12 - $89.86 $294,752 - $343,444	-3,822 Reduced 8.92%	39,029 $3.05 Million
Q2 2023 Jul 24, 2023	SELL	$80.51 - $86.54 $67,145 - $72,174	-834 Reduced 1.91%	42,851 $3.71 Million
Q1 2023 Apr 20, 2023	BUY	$78.73 - $95.24 $65,975 - $79,811	838 Added 1.96%	43,685 $3.71 Million
Q4 2022 Jan 18, 2023	BUY	$76.97 - $89.17 $281,787 - $326,451	3,661 Added 9.34%	42,847 $0
Q3 2022 Oct 14, 2022	BUY	$80.64 - $103.19 $7,338 - $9,390	91 Added 0.23%	39,186 $3.19 Million
Q2 2022 Jul 28, 2022	BUY	$86.95 - $112.38 $132,859 - $171,716	1,528 Added 4.07%	39,095 $3.6 Million
Q1 2022 May 05, 2022	SELL	$99.21 - $115.26 $8,631 - $10,027	-87 Reduced 0.23%	37,567 $4.08 Million
Q4 2021 Jan 28, 2022	BUY	$103.03 - $116.14 $8,345 - $9,407	81 Added 0.22%	37,654 $4.39 Million
Q3 2021 Oct 20, 2021	BUY	$102.34 - $111.27 $75,526 - $82,117	738 Added 2.0%	37,573 $3.85 Million
Q2 2021 Jul 20, 2021	SELL	$93.58 - $104.97 $12,820 - $14,380	-137 Reduced 0.37%	36,835 $3.75 Million
Q1 2021 Apr 30, 2021	BUY	$82.27 - $92.74 $3,455 - $3,895	42 Added 0.11%	36,972 $3.4 Million
Q4 2020 Jan 15, 2021	BUY	$76.87 - $86.71 $58,344 - $65,812	759 Added 2.1%	36,930 $3.16 Million
Q3 2020 Oct 16, 2020	SELL	$76.71 - $84.15 $561,210 - $615,641	-7,316 Reduced 16.82%	36,171 $2.89 Million
Q2 2020 Aug 03, 2020	SELL	$64.24 - $86.82 $21,905 - $29,605	-341 Reduced 0.78%	43,487 $3.43 Million
Q1 2020 Apr 30, 2020	SELL	$57.84 - $100.28 $347,097 - $601,780	-6,001 Reduced 12.04%	43,828 $3.08 Million
Q4 2019 Jan 15, 2020	BUY	$89.52 - $95.36 $4,565 - $4,863	51 Added 0.1%	49,829 $4.64 Million
Q3 2019 Oct 08, 2019	BUY	$91.54 - $93.76 $18,216 - $18,658	199 Added 0.4%	49,778 $4.66 Million
Q2 2019 Aug 05, 2019	BUY	N/A	132 Added 0.27%	49,579 $4.33 Million
Q1 2019 May 06, 2019	SELL	N/A	-1,265 Reduced 2.49%	49,447 $4.3 Million
Q4 2018 Feb 13, 2019	BUY	N/A	50,712 New	50,712 $3.77 Million

Others Institutions Holding IYR

# of Institutions

584

Shares Held

49.3M

Call Options Held

7.48M

Put Options Held

5.48M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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.

Account

Guidance Point Advisors, LLC Ishares Tr Transaction History