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 2,220 shares of IYM stock, worth $309,068. This represents 0.0% of its overall portfolio holdings.

Number of Shares

2,220

Previous 2,218 0.09%

Holding current value

$309,068

Previous $298,000 4.03%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 13, 2025	BUY	$116.16 - $140.01 $232 - $280	2 Added 0.09%	2,220 $310,000
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

2.64M

Call Options Held

4.7K

Put Options Held

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

More about IYM

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Beacon Pointe Advisors, LLC Ishares Tr Transaction History