Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History

Beacon Pointe Advisors, LLC

$8.55 Billion
Q3 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 75,863 shares of IBMN stock, worth $2.02 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

75,863

Previous 85,881 11.66%

Holding current value

$2.02 Million

Previous $2.27 Million 11.08%

% of portfolio

0.02%

Previous 0.03%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$26.42 - $26.67 $264,675 - $267,180	-10,018 Reduced 11.66%	75,863 $2.02 Million
Q2 2024 Aug 12, 2024	SELL	$26.34 - $26.49 $82,760 - $83,231	-3,142 Reduced 3.53%	85,881 $2.27 Million
Q1 2024 May 14, 2024	SELL	$26.4 - $26.55 $286,677 - $288,306	-10,859 Reduced 10.87%	89,023 $2.36 Million
Q4 2023 Feb 08, 2024	BUY	$26.02 - $26.55 $33,045 - $33,718	1,270 Added 1.29%	99,882 $2.65 Million
Q3 2023 Nov 14, 2023	BUY	$26.08 - $26.38 $153,115 - $154,876	5,871 Added 6.33%	98,612 $2.57 Million
Q2 2023 Aug 11, 2023	SELL	$26.14 - $26.64 $615,100 - $626,865	-23,531 Reduced 20.24%	92,741 $2.44 Million
Q1 2023 May 12, 2023	BUY	$26.16 - $26.7 $298,904 - $305,074	11,426 Added 10.9%	116,272 $3.09 Million
Q4 2022 Feb 14, 2023	BUY	$25.83 - $26.5 $742,044 - $761,292	28,728 Added 37.74%	104,846 $2.76 Million
Q3 2022 Nov 09, 2022	BUY	$25.89 - $26.92 $1.26 Million - $1.31 Million	48,698 Added 177.6%	76,118 $1.97 Million
Q2 2022 Aug 11, 2022	BUY	$26.16 - $26.71 $181,759 - $185,581	6,948 Added 33.94%	27,420 $730,000
Q1 2022 May 17, 2022	BUY	$26.58 - $27.86 $270,212 - $283,224	10,166 Added 98.64%	20,472 $546,000
Q4 2021 Feb 14, 2022	SELL	$27.84 - $27.95 $51,392 - $51,595	-1,846 Reduced 15.19%	10,306 $287,000
Q3 2021 Nov 15, 2021	BUY	$27.95 - $28.15 $111 - $112	4 Added 0.03%	12,152 $340,000
Q2 2021 Aug 17, 2021	BUY	$27.92 - $28.12 $223 - $224	8 Added 0.07%	12,148 $340,000
Q1 2021 May 18, 2021	BUY	$27.83 - $28.23 $222 - $225	8 Added 0.07%	12,140 $339,000
Q4 2020 Feb 12, 2021	BUY	$27.99 - $28.2 $363 - $366	13 Added 0.11%	12,132 $342,000
Q3 2020 Nov 16, 2020	BUY	$27.86 - $28.21 $5,349 - $5,416	192 Added 1.61%	12,119 $341,000
Q2 2020 Aug 14, 2020	BUY	$26.53 - $27.98 $41,439 - $43,704	1,562 Added 15.07%	11,927 $332,000
Q1 2020 May 15, 2020	BUY	$24.5 - $27.96 $253,942 - $289,805	10,365 New	10,365 $281,000

Others Institutions Holding IBMN

# of Institutions

167

Shares Held

17.9M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2025 Ter Transaction History