Beacon Pointe Advisors, LLC Ishares Tr Transaction History

Beacon Pointe Advisors, LLC

$8.89 Billion
Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 65,696 shares of IYG stock, worth $5.11 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

65,696

Previous 69,885 5.99%

Holding current value

$5.11 Million

Previous $4.96 Million 2.98%

% of portfolio

0.06%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$70.24 - $82.34 $294,235 - $344,922	-4,189 Reduced 5.99%	65,696 $5.11 Million
Q3 2024 Nov 14, 2024	BUY	$64.2 - $71.76 $59,834 - $66,880	932 Added 1.35%	69,885 $4.96 Million
Q2 2024 Aug 12, 2024	BUY	$62.27 - $67.11 $186 - $201	3 Added 0.0%	68,953 $4.5 Million
Q1 2024 May 14, 2024	BUY	$63.91 - $191.92 $2.64 Million - $7.93 Million	41,344 Added 149.76%	68,950 $4.57 Million
Q4 2023 Feb 08, 2024	SELL	$145.02 - $179.81 $121,381 - $150,500	-837 Reduced 2.94%	27,606 $4.95 Million
Q3 2023 Nov 14, 2023	BUY	$154.42 - $169.5 $243,520 - $267,301	1,577 Added 5.87%	28,443 $4.4 Million
Q2 2023 Aug 11, 2023	BUY	$144.44 - $157.99 $29,032 - $31,755	201 Added 0.75%	26,866 $4.24 Million
Q1 2023 May 12, 2023	SELL	$145.23 - $176.24 $118,217 - $143,459	-814 Reduced 2.96%	26,665 $4.03 Million
Q4 2022 Feb 14, 2023	BUY	$46.92 - $169.19 $169,803 - $612,298	3,619 Added 15.17%	27,479 $4.33 Million
Q3 2022 Nov 09, 2022	SELL	$47.08 - $57.16 $216,520 - $262,878	-4,599 Reduced 16.16%	23,860 $3.36 Million
Q2 2022 Aug 11, 2022	SELL	$48.28 - $60.23 $73,820 - $92,091	-1,529 Reduced 5.1%	28,459 $4.22 Million
Q1 2022 May 17, 2022	BUY	$55.98 - $67.65 $566,405 - $684,482	10,118 Added 50.92%	29,988 $5.41 Million
Q4 2021 Feb 14, 2022	BUY	$61.79 - $67.85 $92,993 - $102,114	1,505 Added 8.19%	19,870 $3.84 Million
Q3 2021 Nov 15, 2021	BUY	$59.43 - $64.96 $26,446 - $28,907	445 Added 2.48%	18,365 $3.46 Million
Q2 2021 Aug 17, 2021	BUY	$57.88 - $63.59 $1.04 Million - $1.14 Million	17,920 New	17,920 $3.32 Million

Others Institutions Holding IYG

# of Institutions

273

Shares Held

13.1M

Call Options Held

13.1K

Put Options Held

View Full List

About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

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Beacon Pointe Advisors, LLC Ishares Tr Transaction History