Beacon Pointe Advisors, LLC Ishares Tr Transaction History

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q1 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 2,090 shares of IYY stock, worth $281,585. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,090
Previous 2,052 1.85%
Holding current value
$281,585
Previous $239,000 11.72%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 14, 2024
BUY
$114.26 - $128.09 $4,341 - $4,867
38 Added 1.85%
2,090 $267,000
Q4 2023

Feb 08, 2024
BUY
$99.95 - $116.88 $205,097 - $239,837
2,052 New
2,052 $239,000
Q2 2020

Aug 14, 2020
SELL
N/A
-2,625 Closed
0 $0
Q1 2020

May 15, 2020
BUY
N/A
2,625 New
2,625 $331,000

Others Institutions Holding IYY

# of Institutions
230
Shares Held
3.33M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

IYY Quotes by TradingView
  • Ticker IYY
  • Sector ETFs
  • Industry ETFs
More about IYY
Track This Portfolio

Track Beacon Pointe Advisors, LLC Portfolio

Follow Beacon Pointe Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email