Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History
Beacon Pointe Advisors, LLC
- $8.89 Billion
- Q1 2024
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
Others Institutions Holding IBDS
# of Institutions
320Shares Held
75.2MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC6.85MShares$163 Million0.02% of portfolio
-
Shufro Rose & CO LLC5.12MShares$122 Million10.19% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN4.75MShares$113 Million0.03% of portfolio
-
Capital Advisors Inc3.13MShares$74.3 Million1.62% of portfolio
-
Morgan Stanley New York, NY2.98MShares$70.7 Million0.01% of portfolio