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

Beacon Pointe Advisors, LLC

$9.37 Billion
Q2 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 48,859 shares of IBMO stock, worth $1.25 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

48,859

Previous 53,383 8.47%

Holding current value

$1.25 Million

Previous $1.36 Million 8.28%

% of portfolio

0.01%

Previous 0.02%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	SELL	$25.32 - $25.63 $114,547 - $115,950	-4,524 Reduced 8.47%	48,859 $1.25 Million
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

195

Shares Held

19.5M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DECEMBER 202

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