Beacon Pointe Advisors, LLC Ishares Tr Transaction History

Beacon Pointe Advisors, LLC

$9.37 Billion
Q2 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 8,829 shares of IYF stock, worth $1.1 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

8,829

Previous 6,651 32.75%

Holding current value

$1.1 Million

Previous $750,000 42.4%

% of portfolio

0.01%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$99.23 - $120.99 $216,122 - $263,516	2,178 Added 32.75%	8,829 $1.07 Million
Q1 2025 May 13, 2025	BUY	$107.69 - $119.37 $22,076 - $24,470	205 Added 3.18%	6,651 $750,000
Q4 2024 Feb 14, 2025	BUY	$102.7 - $119.05 $162,163 - $187,979	1,579 Added 32.44%	6,446 $712,000
Q3 2024 Nov 14, 2024	SELL	$93.83 - $105.05 $63,147 - $70,698	-673 Reduced 12.15%	4,867 $505,000
Q2 2024 Aug 12, 2024	SELL	$89.39 - $96.85 $142,845 - $154,766	-1,598 Reduced 22.39%	5,540 $523,000
Q1 2024 May 14, 2024	SELL	$83.91 - $95.65 $419 - $478	-5 Reduced 0.07%	7,138 $682,000
Q4 2023 Feb 08, 2024	BUY	$70.7 - $85.68 $989 - $1,199	14 Added 0.2%	7,143 $610,000
Q3 2023 Nov 14, 2023	BUY	$73.99 - $79.98 $44,024 - $47,588	595 Added 9.11%	7,129 $532,000
Q2 2023 Aug 11, 2023	SELL	$68.91 - $74.74 $94,268 - $102,244	-1,368 Reduced 17.31%	6,534 $487,000
Q1 2023 May 12, 2023	SELL	$68.23 - $82.05 $26,200 - $31,507	-384 Reduced 4.63%	7,902 $562,000
Q4 2022 Feb 14, 2023	BUY	$67.64 - $80.38 $24,079 - $28,615	356 Added 4.49%	8,286 $625,000
Q2 2022 Aug 11, 2022	SELL	$67.96 - $84.37 $6,456 - $8,015	-95 Reduced 1.18%	7,930 $557,000
Q1 2022 May 17, 2022	BUY	$78.62 - $91.32 $442,866 - $514,405	5,633 Added 235.49%	8,025 $678,000
Q4 2021 Feb 14, 2022	SELL	$83.02 - $90.24 $214,689 - $233,360	-2,586 Reduced 51.95%	2,392 $207,000
Q3 2021 Nov 15, 2021	SELL	$79.17 - $85.45 $11,400 - $12,304	-144 Reduced 2.81%	4,978 $411,000
Q2 2021 Aug 17, 2021	BUY	$75.91 - $83.61 $388,811 - $428,250	5,122 New	5,122 $415,000
Q1 2021 May 18, 2021	SELL	$65.2 - $76.35 $284,924 - $333,649	-4,370 Closed	0 $0
Q4 2020 Feb 12, 2021	BUY	$55.06 - $66.77 $240,612 - $291,784	4,370 New	4,370 $291,000

Others Institutions Holding IYF

# of Institutions

517

Shares Held

20.2M

Call Options Held

27.5K

Put Options Held

48.6K

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About ISHARES TR

Ticker IYF
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Industry ETFs

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Beacon Pointe Advisors, LLC Ishares Tr Transaction History