Beacon Pointe Advisors, LLC Ishares Tr Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 142,343 shares of IBDV stock, worth $3.1 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

142,343

Previous 126,248 12.75%

Holding current value

$3.1 Million

Previous $2.7 Million 14.65%

% of portfolio

0.04%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$21.11 - $21.73 $339,765 - $349,744	16,095 Added 12.75%	142,343 $3.09 Million
Q4 2024 Feb 14, 2025	BUY	$21.24 - $22.15 $260,444 - $271,603	12,262 Added 10.76%	126,248 $2.7 Million
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

# of Institutions

234

Shares Held

68.4M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IBDV
Sector Technology

More about IBDV

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Beacon Pointe Advisors, LLC Ishares Tr Transaction History