Beacon Pointe Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History

Beacon Pointe Advisors, LLC

$8.76 Billion
Q1 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Core Total Usd Bond Ma stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 4,696 shares of IUSB stock, worth $213,433. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,696

Previous 4,769 1.53%

Holding current value

$213,433

Previous $215,000 0.47%

% of portfolio

0.0%

Previous 0.0%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$44.72 - $46.25 $3,264 - $3,376	-73 Reduced 1.53%	4,696 $216,000
Q4 2024 Feb 14, 2025	BUY	$45.07 - $47.1 $214,938 - $224,619	4,769 New	4,769 $215,000
Q1 2024 May 14, 2024	BUY	$45.02 - $46.27 $95,667 - $98,323	2,125 Added 46.1%	6,735 $307,000
Q4 2023 Feb 08, 2024	SELL	$42.6 - $46.25 $24,154 - $26,223	-567 Reduced 10.95%	4,610 $212,000
Q3 2023 Nov 14, 2023	BUY	$43.62 - $45.64 $225,820 - $236,278	5,177 New	5,177 $226,000
Q1 2023 May 12, 2023	BUY	$44.68 - $46.69 $2.8 Million - $2.92 Million	62,645 Added 1384.42%	67,170 $3.1 Million
Q4 2022 Feb 14, 2023	BUY	$43.31 - $46.11 $195,977 - $208,647	4,525 New	4,525 $203,000

Others Institutions Holding IUSB

# of Institutions

810

Shares Held

703M

Call Options Held

100

Put Options Held

401

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About ISHARES CORE TOTAL USD BOND MA

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Beacon Pointe Advisors, LLC Ishares Core Total Usd Bond Ma Transaction History