Beacon Pointe Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Beacon Pointe Advisors, LLC

$8.89 Billion
Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 14,153 shares of USIG stock, worth $720,387. This represents 0.01% of its overall portfolio holdings.

Number of Shares

14,153

Previous 14,283 0.91%

Holding current value

$720,387

Previous $751,000 5.33%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	SELL	$50.14 - $52.56 $6,518 - $6,832	-130 Reduced 0.91%	14,153 $711,000
Q3 2024 Nov 14, 2024	SELL	$49.82 - $52.8 $21,273 - $22,545	-427 Reduced 2.9%	14,283 $751,000
Q2 2024 Aug 12, 2024	SELL	$49.21 - $50.7 $295,653 - $304,605	-6,008 Reduced 29.0%	14,710 $738,000
Q1 2024 May 14, 2024	BUY	$50.05 - $51.32 $188,938 - $193,733	3,775 Added 22.28%	20,718 $1.05 Million
Q4 2023 Feb 08, 2024	BUY	$46.72 - $51.48 $373,339 - $411,376	7,991 Added 89.26%	16,943 $868,000
Q3 2023 Nov 14, 2023	BUY	$48.03 - $50.28 $27,425 - $28,709	571 Added 6.81%	8,952 $430,000
Q2 2023 Aug 11, 2023	BUY	$49.44 - $51.04 $31,196 - $32,206	631 Added 8.14%	8,381 $419,000
Q1 2023 May 12, 2023	BUY	$49.01 - $51.53 $12,105 - $12,727	247 Added 3.29%	7,750 $392,000
Q4 2022 Feb 14, 2023	BUY	$46.74 - $50.68 $350,690 - $380,252	7,503 New	7,503 $368,000

Others Institutions Holding USIG

# of Institutions

464

Shares Held

177M

Call Options Held

21.4K

Put Options Held

View Full List

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
Sector ETFs
Industry ETFs

More about USIG

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 Broad Usd Inbd Etfv Transaction History