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

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 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 360,844 shares of IBDS stock, worth $8.79 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
360,844
Previous 352,459 2.38%
Holding current value
$8.79 Million
Previous $8.52 Million 2.76%
% of portfolio
0.09%
Previous 0.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$23.96 - $24.27 $200,904 - $203,503
8,385 Added 2.38%
360,844 $8.76 Million
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
419
Shares Held
109M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • 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.

Choose your preferred platform and Sign Up 👇 Telegram Email