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Ishares Tr shares owned by Guidance Point Advisors

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

Historical chart of Guidance Point Advisors investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

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 $5.3M 253k 20.77
2023-09-30 $3.9M 201k 19.39
2023-06-30 $3.7M 183k 20.27
2023-03-31 $504k 24k 20.64
2022-12-31 $386k 19k 19.89

More positions owned by Guidance Point Advisors

JPMorgan Chase & Co. (JPM)
Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Msci Eafe (IEFA)
Ishares Tr S&p 500 Grwt Etf (IVW)
Ishares Tr Core S&p Scp Etf (IJR)
Ishares Tr Core S&p Mcp Etf (IJH)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Core Msci Emkt (IEMG)
Ishares Tr Ibonds Dec 2030 (IBDV)
Ishares Tr Ibonds Dec 29 (IBDU)
Ishares Tr Ibonds Dec 2032 (IBDX)
Ishares Tr Ibonds Dec 2031 (IBDW)
Ishares Tr S&p Mc 400gr Etf (IJK)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Ishares Tr S&P SML 600 GWT (IJT)

View all positions for Guidance Point Advisors

Top funds holding Ishares Tr

Bank of America Corporation
Capital Investment Advisors
Gateway Advisory
Venture Visionary Partners
Sigma Investment Counselors
Raymond James Financial Services Advisors
Golub Group
Lido Advisors
UBS Group
Wells Fargo & Company
Arrow Financial Corp.
Buffington Mohr McNeal
Envision Financial Planning
Rockefeller Capital Management
MV Capital Management

View all funds holding Ishares Tr