Beacon Pointe Advisors, LLC Ishares Tr Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 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 133,934 shares of SHV stock, worth $14.8 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
133,934
Holding current value
$14.8 Million
% of portfolio
0.13%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$110.06 - $110.49 $14.7 Million - $14.8 Million
133,934 New
133,934 $14.8 Million
Q1 2024

May 14, 2024
BUY
$110.11 - $110.57 $126,846 - $127,376
1,152 Added 59.35%
3,093 $341,000
Q4 2023

Feb 08, 2024
SELL
$109.86 - $110.59 $259,159 - $260,881
-2,359 Reduced 54.86%
1,941 $213,000
Q3 2023

Nov 14, 2023
BUY
$109.99 - $110.5 $225,809 - $226,856
2,053 Added 91.37%
4,300 $475,000
Q2 2023

Aug 11, 2023
SELL
$110.0 - $110.45 $135,080 - $135,632
-1,228 Reduced 35.34%
2,247 $248,000
Q1 2023

May 12, 2023
BUY
$109.94 - $110.5 $382,041 - $383,987
3,475 New
3,475 $383,000
Q3 2022

Nov 09, 2022
SELL
$109.92 - $110.13 $130,145 - $130,393
-1,184 Reduced 4.23%
26,795 $2.95 Million
Q2 2022

Aug 11, 2022
BUY
$109.96 - $110.28 $135,910 - $136,306
1,236 Added 4.62%
27,979 $3.08 Million
Q1 2022

May 17, 2022
BUY
$110.22 - $110.4 $2.66 Million - $2.66 Million
24,113 Added 916.84%
26,743 $2.95 Million
Q4 2021

Feb 14, 2022
BUY
$110.39 - $110.47 $88,312 - $88,376
800 Added 43.72%
2,630 $290,000
Q3 2021

Nov 15, 2021
BUY
$110.46 - $110.49 $202,141 - $202,196
1,830 New
1,830 $202,000
Q2 2021

Aug 17, 2021
SELL
$110.48 - $110.53 $1.66 Million - $1.66 Million
-15,035 Closed
0 $0
Q1 2021

May 18, 2021
BUY
$110.51 - $110.53 $1.66 Million - $1.66 Million
15,035 New
15,035 $1.66 Million

Others Institutions Holding SHV

# of Institutions
782
Shares Held
101M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

SHV Quotes by TradingView
  • Ticker SHV
  • Sector ETFs
  • Industry ETFs
More about SHV
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