A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 239,981 shares of IBDS stock, worth $5.69 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
239,981
Previous 192,316 24.78%
Holding current value
$5.69 Million
Previous $4.6 Million 24.1%
% of portfolio
0.06%
Previous 0.06%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024

BUY
$23.67 - $24.03 $1.13 Million - $1.15 Million
47,665 Added 24.78%
239,981 $5.71 Million
Q4 2023

Feb 08, 2024

BUY
$22.84 - $23.94 $984,038 - $1.03 Million
43,084 Added 28.87%
192,316 $4.6 Million
Q3 2023

Nov 14, 2023

BUY
$23.07 - $23.6 $875,345 - $895,454
37,943 Added 34.09%
149,232 $3.45 Million
Q2 2023

Aug 11, 2023

BUY
$23.39 - $23.94 $569,593 - $582,986
24,352 Added 28.01%
111,289 $2.61 Million
Q1 2023

May 12, 2023

BUY
$23.15 - $24.01 $1.63 Million - $1.69 Million
70,562 Added 430.91%
86,937 $2.07 Million
Q4 2022

Feb 14, 2023

BUY
$22.77 - $23.67 $372,858 - $387,596
16,375 New
16,375 $382,000

Others Institutions Holding IBDS

About ISHARES TR IBONDS DEC 2027 TER


  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.