Guidance Point Advisors, LLC Ishares New York Muni Bond ETF Transaction History

Guidance Point Advisors, LLC

$331 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 18, 2023	BUY	$50.1 - $52.99 $1,503 - $1,589	30 Added 0.74%	4,062 $0
Q3 2022 Oct 14, 2022	BUY	$50.53 - $53.83 $1,010 - $1,076	20 Added 0.5%	4,032 $204,000
Q2 2022 Jul 28, 2022	BUY	$51.67 - $54.44 $981 - $1,034	19 Added 0.48%	4,012 $211,000
Q1 2022 May 05, 2022	BUY	$54.36 - $57.92 $652 - $695	12 Added 0.3%	3,993 $217,000
Q4 2021 Jan 28, 2022	BUY	$57.55 - $58.07 $1,438 - $1,451	25 Added 0.63%	3,981 $230,000
Q3 2021 Oct 20, 2021	SELL	$57.86 - $58.78 $462 - $470	-8 Reduced 0.2%	3,956 $228,000
Q2 2021 Jul 20, 2021	BUY	$57.63 - $58.63 $1,037 - $1,055	18 Added 0.46%	3,964 $231,000
Q1 2021 Apr 30, 2021	BUY	$57.41 - $58.66 $746 - $762	13 Added 0.33%	3,946 $227,000
Q4 2020 Jan 15, 2021	SELL	$57.01 - $58.31 $1,197 - $1,224	-21 Reduced 0.53%	3,933 $229,000
Q3 2020 Oct 16, 2020	BUY	$57.45 - $58.28 $1,091 - $1,107	19 Added 0.48%	3,954 $227,000
Q2 2020 Aug 03, 2020	BUY	$54.74 - $57.54 $1,149 - $1,208	21 Added 0.54%	3,935 $226,000
Q1 2020 Apr 30, 2020	SELL	$50.8 - $58.49 $711 - $818	-14 Reduced 0.36%	3,914 $221,000
Q4 2019 Jan 15, 2020	BUY	$56.62 - $57.47 $1,528 - $1,551	27 Added 0.69%	3,928 $224,000
Q3 2019 Oct 08, 2019	SELL	$56.66 - $57.88 $283 - $289	-5 Reduced 0.13%	3,901 $223,000
Q2 2019 Aug 05, 2019	BUY	$55.67 - $56.79 $278 - $283	5 Added 0.13%	3,906 $221,000
Q1 2019 May 06, 2019	BUY	$54.69 - $56.0 $875 - $896	16 Added 0.41%	3,901 $217,000
Q4 2018 Feb 13, 2019	BUY	$53.49 - $54.78 $207,808 - $212,820	3,885 New	3,885 $212,000

Others Institutions Holding NYF

# of Institutions

157

Shares Held

7.6M

Call Options Held

0

Put Options Held

0

Tiaa Trust, National Association Charlotte, NC

759K
Shares

$40.6 Million
0.13% of portfolio
Hsbc Holdings PLC London, X0

485K
Shares

$25.9 Million
0.02% of portfolio
Morgan Stanley New York, NY

465K
Shares

$24.8 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

463K
Shares

$24.7 Million
0.0% of portfolio
High Tower Advisors, LLC Chicago, IL

410K
Shares

$21.9 Million
0.03% of portfolio

About ISHARES NEW YORK MUNI BOND ETF

Ticker NYF
Sector ETFs
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