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 20,718 shares of USIG stock, worth $1.04 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
20,718
Previous 16,943 22.28%
Holding current value
$1.04 Million
Previous $868,000 21.08%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$47.17 - $50.68 $353,916 - $380,252
7,503 New
7,503 $368,000

Others Institutions Holding USIG

About ISHARES TR BROAD USD INBD ETFV


  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
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.