A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 103,405 shares of IBDV stock, worth $2.3 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
103,405
Previous 67,255 53.75%
Holding current value
$2.3 Million
Previous $1.44 Million 52.74%
% of portfolio
0.03%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024

BUY
$20.82 - $21.38 $752,643 - $772,887
36,150 Added 53.75%
103,405 $2.2 Million
Q1 2024

May 14, 2024

BUY
$21.16 - $21.68 $546,732 - $560,167
25,838 Added 62.39%
67,255 $1.44 Million
Q4 2023

Feb 08, 2024

BUY
$19.85 - $21.72 $318,731 - $348,758
16,057 Added 63.32%
41,417 $896,000
Q3 2023

Nov 14, 2023

BUY
$20.34 - $21.26 $108,208 - $113,103
5,320 Added 26.55%
25,360 $516,000
Q2 2023

Aug 11, 2023

BUY
$21.0 - $21.69 $25,767 - $26,613
1,227 Added 6.52%
20,040 $424,000
Q1 2023

May 12, 2023

BUY
$20.69 - $21.78 $389,240 - $409,747
18,813 New
18,813 $405,000

Others Institutions Holding IBDV

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
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