Guidance Point Advisors, LLC Ishares Tr Transaction History

Guidance Point Advisors, LLC

$331 Million
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	$107.03 - $108.32 $184,198 - $186,418	-1,721 Closed	0 $0
Q3 2021 Oct 20, 2021	SELL	$107.99 - $108.77 $179,479 - $180,775	-1,662 Reduced 49.13%	1,721 $186,000
Q2 2021 Jul 20, 2021	SELL	$107.91 - $108.86 $75,644 - $76,310	-701 Reduced 17.16%	3,383 $366,000
Q1 2021 Apr 30, 2021	SELL	$108.32 - $110.29 $803,951 - $818,572	-7,422 Reduced 64.51%	4,084 $442,000
Q4 2020 Jan 15, 2021	SELL	$109.9 - $110.3 $217,711 - $218,504	-1,981 Reduced 14.69%	11,506 $1.27 Million
Q3 2020 Oct 16, 2020	BUY	$110.22 - $110.82 $7,274 - $7,314	66 Added 0.49%	13,487 $1.49 Million
Q2 2020 Aug 03, 2020	BUY	$109.82 - $111.24 $599,287 - $607,036	5,457 Added 68.52%	13,421 $1.49 Million
Q1 2020 Apr 30, 2020	BUY	$105.3 - $110.44 $838,609 - $879,544	7,964 New	7,964 $879,000

Others Institutions Holding MBB

# of Institutions

944

Shares Held

327M

Call Options Held

152K

Put Options Held

48.5K

Bank Of America Corp Charlotte, NC

74.2M
Shares

$6.85 Billion
0.6% of portfolio
Jpmorgan Chase & CO New York, NY

34.7M
Shares

$3.2 Billion
0.27% of portfolio
Envestnet Asset Management Inc

27.4M
Shares

$2.53 Billion
0.87% of portfolio
Lpl Financial LLC Fort Mill, SC

19.2M
Shares

$1.77 Billion
0.84% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

18.3M
Shares

$1.69 Billion
0.72% of portfolio

About ISHARES TR

Ticker MBB
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