Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 127,237 shares of IBDW stock, worth $2.64 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

127,237

Previous 106,195 19.81%

Holding current value

$2.64 Million

Previous $2.16 Million 22.17%

% of portfolio

0.03%

Previous 0.02%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	BUY	$20.1 - $20.8 $422,944 - $437,673	21,042 Added 19.81%	127,237 $2.64 Million
Q4 2024 Feb 14, 2025	BUY	$20.28 - $21.2 $204,097 - $213,356	10,064 Added 10.47%	106,195 $2.16 Million
Q3 2024 Nov 14, 2024	BUY	$20.12 - $21.28 $220,072 - $232,760	10,938 Added 12.84%	96,131 $2.04 Million
Q2 2024 Aug 12, 2024	BUY	$19.84 - $20.44 $400,787 - $412,908	20,201 Added 31.08%	85,193 $1.73 Million
Q1 2024 May 14, 2024	BUY	$20.24 - $20.75 $308,234 - $316,001	15,229 Added 30.6%	64,992 $1.33 Million
Q4 2023 Feb 08, 2024	BUY	$18.79 - $20.85 $730,893 - $811,023	38,898 Added 358.01%	49,763 $1.03 Million
Q3 2023 Nov 14, 2023	BUY	$19.34 - $20.36 $210,129 - $221,211	10,865 New	10,865 $210,000

Others Institutions Holding IBDW

# of Institutions

205

Shares Held

57.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

More about IBDW

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 2031 Ter Transaction History