Guidance Point Advisors, LLC Ishares Short Term National Mu Transaction History

Guidance Point Advisors, LLC

$314 Million
Q2 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 18, 2023	SELL	$102.5 - $104.49 $765,060 - $779,913	-7,464 Reduced 76.44%	2,300 $0
Q3 2022 Oct 14, 2022	SELL	$102.59 - $105.4 $346,754 - $356,252	-3,380 Reduced 25.72%	9,764 $1.01 Million
Q2 2022 Jul 28, 2022	BUY	$103.31 - $104.87 $208,892 - $212,047	2,022 Added 18.18%	13,144 $1.38 Million
Q1 2022 May 05, 2022	BUY	$104.46 - $107.34 $83,463 - $85,764	799 Added 7.74%	11,122 $1.16 Million
Q4 2021 Jan 28, 2022	BUY	$107.24 - $107.56 $162,361 - $162,845	1,514 Added 17.19%	10,323 $1.11 Million
Q3 2021 Oct 20, 2021	BUY	$107.57 - $108.06 $48,191 - $48,410	448 Added 5.36%	8,809 $947,000
Q2 2021 Jul 20, 2021	BUY	$107.66 - $108.01 $5,167 - $5,184	48 Added 0.58%	8,361 $901,000
Q1 2021 Apr 30, 2021	BUY	$107.56 - $108.22 $153,595 - $154,538	1,428 Added 20.74%	8,313 $896,000
Q4 2020 Jan 15, 2021	BUY	$107.6 - $108.11 $364,333 - $366,060	3,386 Added 96.77%	6,885 $744,000
Q3 2020 Oct 16, 2020	SELL	$107.69 - $108.53 $379,607 - $382,568	-3,525 Reduced 50.19%	3,499 $378,000
Q2 2020 Aug 03, 2020	BUY	$105.27 - $107.99 $2,737 - $2,807	26 Added 0.37%	7,024 $757,000
Q1 2020 Apr 30, 2020	SELL	$97.45 - $107.63 $30,112 - $33,257	-309 Reduced 4.23%	6,998 $743,000
Q4 2019 Jan 15, 2020	BUY	$106.44 - $106.81 $1,064 - $1,068	10 Added 0.14%	7,307 $780,000
Q3 2019 Oct 08, 2019	BUY	$106.23 - $107.2 $2,974 - $3,001	28 Added 0.39%	7,297 $777,000
Q2 2019 Aug 05, 2019	BUY	$105.75 - $106.57 $3,172 - $3,197	30 Added 0.41%	7,269 $774,000
Q1 2019 May 06, 2019	BUY	$105.27 - $106.06 $2,105 - $2,121	20 Added 0.28%	7,239 $767,000
Q4 2018 Feb 13, 2019	BUY	$104.3 - $105.4 $752,941 - $760,882	7,219 New	7,219 $760,000

Others Institutions Holding SUB

# of Institutions

812

Shares Held

68.4M

Call Options Held

0

Put Options Held

0

About ISHARES SHORT-TERM NATIONAL MU

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