Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2032 Ter Transaction History

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024

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 22,515 shares of IBDX stock, worth $552,743. This represents 0.01% of its overall portfolio holdings.

Number of Shares
22,515
Previous 19,517 15.36%
Holding current value
$552,743
Previous $501,000 10.38%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
134
Shares Held
31.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2032 TER

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  • Ticker IBDX
  • Sector ETFs
  • Industry ETFs
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