Beacon Pointe Advisors, LLC Ishares Tr Transaction History

Beacon Pointe Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$41.9 - $49.4 $2,178 - $2,568	-52 Reduced 1.03%	5,009 $247,000
Q4 2023 Feb 08, 2024	SELL	$42.54 - $48.28 $2,680 - $3,041	-63 Reduced 1.23%	5,061 $223,000
Q3 2023 Nov 14, 2023	SELL	$41.76 - $48.97 $626 - $734	-15 Reduced 0.29%	5,124 $243,000
Q2 2023 Aug 11, 2023	SELL	$40.39 - $45.87 $9,976 - $11,329	-247 Reduced 4.59%	5,139 $220,000
Q1 2023 May 12, 2023	BUY	$40.63 - $49.07 $12,595 - $15,211	310 Added 6.11%	5,386 $235,000
Q4 2022 Feb 14, 2023	BUY	$41.43 - $50.5 $210,298 - $256,338	5,076 New	5,076 $235,000

316

14.3M

16.3K

1.6K

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

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