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 23,203 shares of IBTF stock, worth $542,022. This represents 0.01% of its overall portfolio holdings.

Number of Shares
23,203
Previous 19,499 19.0%
Holding current value
$542,022
Previous $452,000 20.13%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

BUY
$23.13 - $23.43 $85,673 - $86,784
3,704 Added 19.0%
23,203 $543,000
Q2 2024

Aug 12, 2024

SELL
$23.1 - $23.22 $53,776 - $54,056
-2,328 Reduced 10.67%
19,499 $452,000
Q1 2024

May 14, 2024

BUY
$23.16 - $23.36 $183,473 - $185,057
7,922 Added 56.97%
21,827 $507,000
Q4 2023

Feb 08, 2024

BUY
$22.97 - $23.28 $94,613 - $95,890
4,119 Added 42.09%
13,905 $323,000
Q3 2023

Nov 14, 2023

BUY
$23.01 - $23.2 $225,175 - $227,035
9,786 New
9,786 $225,000

Others Institutions Holding IBTF

About ISHARES TR IBONDS DEC 2025 TER


  • Ticker IBTF
  • Sector ETFs
  • Industry ETFs
More about IBTF
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Beacon Pointe Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Beacon Pointe Advisors, LLC with notifications on news.