Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2023 Ter Transaction History

Beacon Pointe Advisors, LLC

$9.37 Billion
Q2 2025

Shares

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 14, 2023	SELL	$25.44 - $25.52 $271,953 - $272,808	-10,690 Reduced 15.11%	60,078 $1.53 Million
Q2 2023 Aug 11, 2023	BUY	$25.39 - $25.49 $1.8 Million - $1.8 Million	70,768 New	70,768 $1.8 Million
Q4 2022 Feb 14, 2023	BUY	$25.26 - $25.42 $607,831 - $611,681	24,063 Added 37.02%	89,061 $2.26 Million
Q3 2022 Nov 09, 2022	BUY	$25.25 - $25.56 $711,772 - $720,510	28,189 Added 76.58%	64,998 $1.64 Million
Q2 2022 Aug 11, 2022	BUY	$25.31 - $25.54 $196,101 - $197,883	7,748 Added 26.66%	36,809 $939,000
Q1 2022 May 17, 2022	BUY	$25.45 - $25.93 $305,349 - $311,108	11,998 Added 70.32%	29,061 $740,000
Q4 2021 Feb 14, 2022	BUY	$25.91 - $26.02 $442,102 - $443,979	17,063 New	17,063 $442,000
Q3 2021 Nov 15, 2021	SELL	$26.0 - $26.14 $490,178 - $492,817	-18,853 Closed	0 $0
Q2 2021 Aug 17, 2021	BUY	$26.07 - $26.2 $547 - $550	21 Added 0.11%	18,853 $492,000
Q1 2021 May 18, 2021	BUY	$26.1 - $26.25 $391 - $393	15 Added 0.08%	18,832 $494,000
Q4 2020 Feb 12, 2021	BUY	$26.15 - $26.26 $889 - $892	34 Added 0.18%	18,817 $493,000
Q3 2020 Nov 16, 2020	BUY	$26.17 - $26.37 $7,118 - $7,172	272 Added 1.47%	18,783 $494,000
Q2 2020 Aug 14, 2020	BUY	$25.25 - $26.25 $61,761 - $64,207	2,446 Added 15.23%	18,511 $486,000
Q1 2020 May 15, 2020	BUY	$24.02 - $26.26 $385,881 - $421,866	16,065 New	16,065 $413,000

Others Institutions Holding IBML

# of Institutions

11

Shares Held

457K

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2023 TER

Ticker IBML
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