Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2029 Ter Transaction History

Beacon Pointe Advisors, LLC

$8.55 Billion
Q3 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Ibonds Dec 2029 Ter stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 138,406 shares of IBDU stock, worth $3.17 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

138,406

Previous 128,554 7.66%

Holding current value

$3.17 Million

Previous $2.91 Million 11.63%

% of portfolio

0.04%

Previous 0.03%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	BUY	$22.51 - $23.57 $221,768 - $232,211	9,852 Added 7.66%	138,406 $3.25 Million
Q2 2024 Aug 12, 2024	BUY	$22.29 - $22.77 $803,108 - $820,403	36,030 Added 38.94%	128,554 $2.91 Million
Q1 2024 May 14, 2024	BUY	$22.61 - $23.1 $800,484 - $817,832	35,404 Added 61.98%	92,524 $2.11 Million
Q4 2023 Feb 08, 2024	BUY	$21.44 - $23.11 $363,365 - $391,668	16,948 Added 42.19%	57,120 $1.32 Million
Q3 2023 Nov 14, 2023	BUY	$21.83 - $22.62 $336,378 - $348,551	15,409 Added 62.23%	40,172 $879,000
Q2 2023 Aug 11, 2023	BUY	$22.32 - $23.04 $62,607 - $64,627	2,805 Added 12.77%	24,763 $555,000
Q1 2023 May 12, 2023	BUY	$21.99 - $23.12 $482,856 - $507,668	21,958 New	21,958 $502,000

Others Institutions Holding IBDU

# of Institutions

233

Shares Held

59.8M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2029 TER

Ticker IBDU
Sector ETFs
Industry ETFs

More about IBDU

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 2029 Ter Transaction History