A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 113,986 shares of IBDV stock, worth $2.43 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
113,986
Previous 103,405 10.23%
Holding current value
$2.43 Million
Previous $2.2 Million 14.97%
% of portfolio
0.03%
Previous 0.03%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$21.11 - $22.24 $223,364 - $235,321
10,581 Added 10.23%
113,986 $2.53 Million
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
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.