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 2,225 shares of IYM stock, worth $299,907. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,225
Previous 1,688 31.81%
Holding current value
$299,907
Previous $253,000 14.23%
% of portfolio
0.0%
Previous 0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$129.15 - $153.25 $69,353 - $82,295
537 Added 31.81%
2,225 $289,000
Q3 2024

Nov 14, 2024
BUY
$136.13 - $151.64 $136 - $151
1 Added 0.06%
1,688 $253,000
Q2 2024

Aug 12, 2024
SELL
$140.01 - $149.03 $74,345 - $79,134
-531 Reduced 23.94%
1,687 $236,000
Q1 2024

May 14, 2024
BUY
$130.2 - $147.73 $12,499 - $14,182
96 Added 4.52%
2,218 $327,000
Q4 2023

Feb 08, 2024
SELL
$119.29 - $139.6 $38,530 - $45,090
-323 Reduced 13.21%
2,122 $293,000
Q3 2023

Nov 14, 2023
SELL
$124.84 - $138.68 $12,484 - $13,868
-100 Reduced 3.93%
2,445 $308,000
Q2 2023

Aug 11, 2023
BUY
$120.69 - $133.93 $23,896 - $26,518
198 Added 8.44%
2,545 $338,000
Q1 2023

May 12, 2023
BUY
$124.32 - $140.43 $1,989 - $2,246
16 Added 0.69%
2,347 $311,000
Q4 2022

Feb 14, 2023
BUY
$109.29 - $133.88 $546 - $669
5 Added 0.21%
2,331 $290,000
Q2 2022

Aug 11, 2022
SELL
$117.72 - $154.02 $27,428 - $35,886
-233 Reduced 9.11%
2,326 $277,000
Q1 2022

May 17, 2022
BUY
$128.72 - $151.73 $96,797 - $114,100
752 Added 41.62%
2,559 $383,000
Q4 2021

Feb 14, 2022
SELL
$125.86 - $141.73 $72,369 - $81,494
-575 Reduced 24.14%
1,807 $253,000
Q3 2021

Nov 15, 2021
BUY
$122.85 - $135.99 $292,628 - $323,928
2,382 New
2,382 $297,000

Others Institutions Holding IYM

# of Institutions
207
Shares Held
2.49M
Call Options Held
900
Put Options Held
200
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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