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 85,193 shares of IBDW stock, worth $1.75 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
85,193
Previous 64,992 31.08%
Holding current value
$1.75 Million
Previous $1.33 Million 29.83%
% of portfolio
0.02%
Previous 0.01%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR IBONDS DEC 2031 TER


  • Ticker IBDW
More about IBDW
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