Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2032 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 2032 Ter stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 30,801 shares of IBDX stock, worth $769,408. This represents 0.01% of its overall portfolio holdings.

Number of Shares
30,801
Previous 22,515 36.8%
Holding current value
$769,408
Previous $553,000 39.06%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
BUY
$24.21 - $25.09 $200,604 - $207,895
8,286 Added 36.8%
30,801 $769,000
Q4 2024

Feb 14, 2025
BUY
$24.5 - $25.72 $73,451 - $77,108
2,998 Added 15.36%
22,515 $553,000
Q3 2024

Nov 14, 2024
SELL
$24.34 - $25.83 $32,518 - $34,508
-1,336 Reduced 6.41%
19,517 $501,000
Q2 2024

Aug 12, 2024
BUY
$24.0 - $24.77 $25,800 - $26,627
1,075 Added 5.44%
20,853 $512,000
Q1 2024

May 14, 2024
BUY
$24.5 - $25.2 $230,667 - $237,258
9,415 Added 90.85%
19,778 $490,000
Q4 2023

Feb 08, 2024
BUY
$22.73 - $25.34 $235,550 - $262,598
10,363 New
10,363 $261,000

Others Institutions Holding IBDX

# of Institutions
148
Shares Held
35.1M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

IBDX Quotes by TradingView
  • Ticker IBDX
  • Sector ETFs
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