Beacon Pointe Advisors, LLC Ishares Tr Ibonds December 202 Transaction History

Beacon Pointe Advisors, LLC

  • $8.76 Billion
  • Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 53,383 shares of IBMO stock, worth $1.37 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
53,383
Previous 56,602 5.69%
Holding current value
$1.37 Million
Previous $1.44 Million 5.34%
% of portfolio
0.02%
Previous 0.02%

Shares

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

May 13, 2025
SELL
$25.45 - $25.6 $81,923 - $82,406
-3,219 Reduced 5.69%
53,383 $1.36 Million
Q4 2024

Feb 14, 2025
BUY
$25.4 - $25.62 $41,681 - $42,042
1,641 Added 2.99%
56,602 $1.44 Million
Q3 2024

Nov 14, 2024
SELL
$25.26 - $25.66 $135,595 - $137,742
-5,368 Reduced 8.9%
54,961 $1.41 Million
Q2 2024

Aug 12, 2024
BUY
$25.16 - $25.33 $109,898 - $110,641
4,368 Added 7.81%
60,329 $1.53 Million
Q1 2024

May 14, 2024
BUY
$25.35 - $25.52 $154,913 - $155,952
6,111 Added 12.26%
55,961 $1.42 Million
Q4 2023

Feb 08, 2024
BUY
$24.71 - $25.52 $236,524 - $244,277
9,572 Added 23.76%
49,850 $1.27 Million
Q3 2023

Nov 14, 2023
BUY
$24.76 - $25.26 $216,427 - $220,797
8,741 Added 27.72%
40,278 $999,000
Q2 2023

Aug 11, 2023
BUY
$24.96 - $25.63 $182,981 - $187,893
7,331 Added 30.29%
31,537 $794,000
Q1 2023

May 12, 2023
BUY
$24.99 - $25.64 $76,819 - $78,817
3,074 Added 14.55%
24,206 $617,000
Q4 2022

Feb 14, 2023
BUY
$24.52 - $25.33 $26,824 - $27,711
1,094 Added 5.46%
21,132 $532,000
Q3 2022

Nov 09, 2022
BUY
$24.63 - $25.76 $13,891 - $14,528
564 Added 2.9%
20,038 $497,000
Q2 2022

Aug 11, 2022
BUY
$24.88 - $25.49 $170,826 - $175,014
6,866 Added 54.46%
19,474 $492,000
Q1 2022

May 17, 2022
BUY
$25.42 - $26.86 $113,525 - $119,956
4,466 Added 54.85%
12,608 $322,000
Q4 2021

Feb 14, 2022
SELL
$26.8 - $26.92 $183,928 - $184,751
-6,863 Reduced 45.74%
8,142 $219,000
Q3 2021

Nov 15, 2021
SELL
$26.88 - $27.14 $1,128 - $1,139
-42 Reduced 0.28%
15,005 $403,000
Q2 2021

Aug 17, 2021
BUY
$26.77 - $27.05 $455 - $459
17 Added 0.11%
15,047 $406,000
Q1 2021

May 18, 2021
BUY
$26.74 - $27.23 $294 - $299
11 Added 0.07%
15,030 $405,000
Q4 2020

Feb 12, 2021
BUY
$26.8 - $27.1 $5,386 - $5,447
201 Added 1.36%
15,019 $407,000
Q3 2020

Nov 16, 2020
BUY
$26.61 - $27.05 $26,929 - $27,374
1,012 Added 7.33%
14,818 $399,000
Q2 2020

Aug 14, 2020
SELL
$25.24 - $26.77 $18,980 - $20,131
-752 Reduced 5.17%
13,806 $368,000
Q1 2020

May 15, 2020
BUY
$22.9 - $26.87 $333,378 - $391,173
14,558 New
14,558 $376,000

Others Institutions Holding IBMO

# of Institutions
192
Shares Held
18.7M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DECEMBER 202

IBMO Quotes by TradingView
  • Ticker IBMO
  • Sector ETFs
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More about IBMO
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