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Ishares Tr shares owned by Guidance Point Advisors

Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Guidance Point Advisors from 13F filings

Historical chart of Guidance Point Advisors investment in Ishares Tr

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All positions including Ishares Tr held by Guidance Point Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Guidance Point Advisors

Quarter filed Position value Share count Share price at filing
2023-12-31 $5.5M 252k 21.64
2023-09-30 $4.1M 203k 20.38
2023-06-30 $3.9M 186k 21.20
2023-03-31 $3.9M 180k 21.53
2022-12-31 $3.4M 163k 20.80
2022-09-30 $2.9M 142k 20.35
2022-06-30 $2.6M 123k 21.39
2022-03-31 $1.8M 53k 34.36