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 4,893 shares of IYE stock, worth $217,591. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,893

Previous 4,921 0.57%

Holding current value

$217,591

Previous $224,000 7.59%

% of portfolio

0.0%

Previous 0.0%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$45.23 - $49.95 $1,266 - $1,398	-28 Reduced 0.57%	4,893 $241,000
Q4 2024 Feb 14, 2025	BUY	$43.93 - $51.37 $216,179 - $252,791	4,921 New	4,921 $224,000
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

Others Institutions Holding IYE

# of Institutions

340

Shares Held

14.8M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Beacon Pointe Advisors, LLC Ishares Tr Transaction History