Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 23,464 shares of IBMQ stock, worth $599,739. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,464
Previous 23,389 0.32%
Holding current value
$599,739
Previous $591,000 0.85%
% of portfolio
0.01%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
BUY
$24.88 - $25.41 $1,866 - $1,905
75 Added 0.32%
23,464 $596,000
Q1 2025

May 13, 2025
BUY
$25.08 - $25.39 $126,152 - $127,711
5,030 Added 27.4%
23,389 $591,000
Q4 2024

Feb 14, 2025
BUY
$25.06 - $25.59 $26,463 - $27,023
1,056 Added 6.1%
18,359 $462,000
Q3 2024

Nov 14, 2024
BUY
$24.91 - $25.63 $1,046 - $1,076
42 Added 0.24%
17,303 $443,000
Q2 2024

Aug 12, 2024
SELL
$24.81 - $25.19 $5,755 - $5,844
-232 Reduced 1.33%
17,261 $431,000
Q1 2024

May 14, 2024
BUY
$25.27 - $25.61 $242,743 - $246,009
9,606 Added 121.8%
17,493 $442,000
Q4 2023

Feb 08, 2024
BUY
$24.26 - $25.61 $191,338 - $201,986
7,887 New
7,887 $201,000
Q4 2022

Feb 14, 2023
SELL
$24.12 - $25.25 $13,362 - $13,988
-554 Reduced 5.65%
9,246 $231,000
Q3 2022

Nov 09, 2022
BUY
$24.19 - $25.67 $1,693 - $1,796
70 Added 0.72%
9,800 $238,000
Q2 2022

Aug 11, 2022
BUY
$24.52 - $25.47 $27,879 - $28,959
1,137 Added 13.23%
9,730 $243,000
Q1 2022

May 17, 2022
BUY
$25.41 - $27.2 $1,626 - $1,740
64 Added 0.75%
8,593 $219,000
Q4 2021

Feb 14, 2022
SELL
$27.06 - $27.29 $67,947 - $68,525
-2,511 Reduced 22.74%
8,529 $232,000
Q3 2021

Nov 15, 2021
SELL
$27.23 - $27.63 $1,116 - $1,132
-41 Reduced 0.37%
11,040 $301,000
Q2 2021

Aug 17, 2021
BUY
$27.18 - $27.52 $489 - $495
18 Added 0.16%
11,081 $304,000
Q1 2021

May 18, 2021
BUY
$27.05 - $27.79 $324 - $333
12 Added 0.11%
11,063 $301,000
Q4 2020

Feb 12, 2021
BUY
$27.09 - $27.63 $731 - $746
27 Added 0.24%
11,051 $305,000
Q3 2020

Nov 16, 2020
BUY
$27.07 - $27.66 $21,845 - $22,321
807 Added 7.9%
11,024 $301,000
Q2 2020

Aug 14, 2020
SELL
$25.58 - $27.11 $24,121 - $25,564
-943 Reduced 8.45%
10,217 $277,000
Q1 2020

May 15, 2020
BUY
$23.01 - $27.34 $256,791 - $305,114
11,160 New
11,160 $292,000

Others Institutions Holding IBMQ

# of Institutions
169
Shares Held
17M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2028 TER

IBMQ Quotes by TradingView
  • Ticker IBMQ
  • Sector ETFs
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