Beacon Pointe Advisors, LLC Ishares Tr Russell 2500 ETF Transaction History

Beacon Pointe Advisors, LLC

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 11, 2023	SELL	$52.41 - $57.47 $229,136 - $251,258	-4,372 Reduced 32.04%	9,275 $533,000
Q1 2023 May 12, 2023	SELL	$52.14 - $60.44 $82,381 - $95,495	-1,580 Reduced 10.38%	13,647 $748,000
Q4 2022 Feb 14, 2023	SELL	$50.18 - $56.92 $170,110 - $192,958	-3,390 Reduced 18.21%	15,227 $809,000
Q3 2022 Nov 09, 2022	SELL	$49.59 - $60.48 $436,887 - $532,828	-8,810 Reduced 32.12%	18,617 $927,000
Q2 2022 Aug 11, 2022	BUY	$50.12 - $62.96 $81,094 - $101,869	1,618 Added 6.27%	27,427 $1.41 Million
Q1 2022 May 17, 2022	BUY	$57.98 - $66.78 $1.5 Million - $1.72 Million	25,809 New	25,809 $1.61 Million

188

12.8M

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

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