Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

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 352,459 shares of IBDS stock, worth $8.53 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

352,459

Previous 328,567 7.27%

Holding current value

$8.53 Million

Previous $7.87 Million 8.26%

% of portfolio

0.1%

Previous 0.09%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$23.9 - $24.18 $571,018 - $577,708	23,892 Added 7.27%	352,459 $8.52 Million
Q4 2024 Feb 14, 2025	BUY	$23.88 - $24.32 $817,866 - $832,935	34,249 Added 11.64%	328,567 $7.87 Million
Q3 2024 Nov 14, 2024	BUY	$23.63 - $24.42 $640,727 - $662,148	27,115 Added 10.15%	294,318 $7.17 Million
Q2 2024 Aug 12, 2024	BUY	$23.48 - $23.77 $639,172 - $647,066	27,222 Added 11.34%	267,203 $6.34 Million
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	$22.55 - $23.67 $369,256 - $387,596	16,375 New	16,375 $382,000

Others Institutions Holding IBDS

# of Institutions

399

Shares Held

104M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2027 TER

Ticker IBDS
Sector ETFs
Industry ETFs

More about IBDS

Track This Portfolio

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.

Account

Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History