Guidance Point Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Guidance Point Advisors, LLC

$331 Million
Q3 2024

A detailed history of Guidance Point Advisors, LLC transactions in Ishares Tr Ibonds Dec 2032 Ter stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 266,708 shares of IBDX stock, worth $6.67 Million. This represents 2.07% of its overall portfolio holdings.

Number of Shares

266,708

Previous 278,312 4.17%

Holding current value

$6.67 Million

Previous $6.84 Million 0.32%

% of portfolio

2.07%

Previous 2.18%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$24.34 - $25.83 $282,441 - $299,731	-11,604 Reduced 4.17%	266,708 $6.86 Million
Q2 2024 Jul 26, 2024	BUY	$24.0 - $24.77 $1.07 Million - $1.1 Million	44,547 Added 19.06%	278,312 $6.84 Million
Q1 2024 May 10, 2024	BUY	$24.5 - $25.2 $623,035 - $640,836	25,430 Added 12.21%	233,765 $5.8 Million
Q4 2023 Jan 30, 2024	BUY	$22.73 - $25.34 $978,776 - $1.09 Million	43,061 Added 26.05%	208,335 $5.26 Million
Q3 2023 Nov 06, 2023	BUY	$23.44 - $24.77 $346,396 - $366,051	14,778 Added 9.82%	165,274 $3.88 Million
Q2 2023 Jul 24, 2023	BUY	$24.35 - $25.33 $3.66 Million - $3.81 Million	150,496 New	150,496 $3.71 Million

Others Institutions Holding IBDX

# of Institutions

115

Shares Held

24M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2032 TER

Ticker IBDX
Sector ETFs
Industry ETFs

More about IBDX

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 Ibonds Dec 2032 Ter Transaction History