Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Beacon Pointe Advisors, LLC

$8.89 Billion
Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 253,224 shares of IBDT stock, worth $6.34 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

253,224

Previous 219,023 15.62%

Holding current value

$6.34 Million

Previous $5.59 Million 12.77%

% of portfolio

0.07%

Previous 0.07%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	$24.82 - $25.48 $848,868 - $871,441	34,201 Added 15.62%	253,224 $6.31 Million
Q3 2024 Nov 14, 2024	BUY	$24.62 - $25.59 $558,652 - $580,662	22,691 Added 11.56%	219,023 $5.59 Million
Q2 2024 Aug 12, 2024	BUY	$24.4 - $24.86 $990,054 - $1.01 Million	40,576 Added 26.05%	196,332 $4.86 Million
Q1 2024 May 14, 2024	BUY	$24.69 - $25.14 $1.17 Million - $1.19 Million	47,473 Added 43.84%	155,756 $3.88 Million
Q4 2023 Feb 08, 2024	BUY	$23.63 - $25.1 $535,030 - $568,314	22,642 Added 26.44%	108,283 $2.72 Million
Q3 2023 Nov 14, 2023	BUY	$23.94 - $24.67 $272,652 - $280,966	11,389 Added 15.34%	85,641 $2.06 Million
Q2 2023 Aug 11, 2023	BUY	$24.43 - $25.1 $444,992 - $457,196	18,215 Added 32.51%	74,252 $1.82 Million
Q1 2023 May 12, 2023	BUY	$24.16 - $25.2 $1.1 Million - $1.15 Million	45,652 Added 439.6%	56,037 $1.4 Million
Q4 2022 Feb 14, 2023	BUY	$23.29 - $24.79 $241,866 - $257,444	10,385 New	10,385 $252,000

Others Institutions Holding IBDT

# of Institutions

338

Shares Held

78.3M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2028 TER

Ticker IBDT
Sector ETFs
Industry ETFs

More about IBDT

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 2028 Ter Transaction History