Beacon Pointe Advisors, LLC Ishares Tr Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 19,885 shares of IHE stock, worth $1.33 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

19,885

Previous 20,485 2.93%

Holding current value

$1.33 Million

Previous $1.35 Million 4.23%

% of portfolio

0.02%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$65.36 - $72.85 $39,216 - $43,710	-600 Reduced 2.93%	19,885 $1.4 Million
Q4 2024 Feb 14, 2025	BUY	$65.15 - $71.86 $26,646 - $29,390	409 Added 2.04%	20,485 $1.35 Million
Q3 2024 Nov 14, 2024	BUY	$65.61 - $72.86 $26,900 - $29,872	410 Added 2.08%	20,076 $1.42 Million
Q2 2024 Aug 12, 2024	BUY	$62.73 - $67.4 $74,021 - $79,532	1,180 Added 6.38%	19,666 $1.3 Million
Q1 2024 May 14, 2024	BUY	$66.67 - $208.65 $821,641 - $2.57 Million	12,324 Added 200.0%	18,486 $1.26 Million
Q4 2023 Feb 08, 2024	SELL	$166.63 - $185.76 $108,476 - $120,929	-651 Reduced 9.56%	6,162 $1.14 Million
Q3 2023 Nov 14, 2023	BUY	$173.7 - $191.47 $80,770 - $89,033	465 Added 7.33%	6,813 $1.21 Million
Q2 2023 Aug 11, 2023	SELL	$170.31 - $183.88 $11,921 - $12,871	-70 Reduced 1.09%	6,348 $1.14 Million
Q1 2023 May 12, 2023	SELL	$169.94 - $188.72 $8,497 - $9,436	-50 Reduced 0.77%	6,418 $1.12 Million
Q4 2022 Feb 14, 2023	BUY	$55.99 - $189.96 $11,198 - $37,992	200 Added 3.19%	6,468 $1.2 Million
Q3 2022 Nov 09, 2022	SELL	$56.37 - $195.56 $2,818 - $9,778	-50 Reduced 0.79%	6,268 $1.06 Million
Q2 2022 Aug 11, 2022	SELL	$178.46 - $201.82 $5,710 - $6,458	-32 Reduced 0.5%	6,318 $1.22 Million
Q1 2022 May 17, 2022	BUY	$180.82 - $198.07 $16,273 - $17,826	90 Added 1.44%	6,350 $1.23 Million
Q4 2021 Feb 14, 2022	SELL	$182.18 - $200.3 $21,679 - $23,835	-119 Reduced 1.87%	6,260 $1.25 Million
Q3 2021 Nov 15, 2021	BUY	$183.15 - $198.47 $190,842 - $206,805	1,042 Added 19.52%	6,379 $1.17 Million
Q2 2021 Aug 17, 2021	BUY	$174.94 - $189.58 $933,654 - $1.01 Million	5,337 New	5,337 $991,000

Others Institutions Holding IHE

# of Institutions

164

Shares Held

5.06M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IHE
Sector ETFs
Industry ETFs

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Beacon Pointe Advisors, LLC Ishares Tr Transaction History