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 2,218 shares of IYM stock, worth $305,418. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,218

Previous 2,225 0.31%

Holding current value

$305,418

Previous $289,000 3.11%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 13, 2025	SELL	$128.53 - $142.03 $899 - $994	-7 Reduced 0.31%	2,218 $298,000
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

215

Shares Held

2.4M

Call Options Held

8.4K

Put Options Held

300

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

Track This Portfolio

Portfolio Update

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

News

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

Account

Beacon Pointe Advisors, LLC Ishares Tr Transaction History