Beacon Pointe Advisors, LLC ISHARES TR Transaction History

Beacon Pointe Advisors, LLC

  • $9.37 Billion
  • Q2 2025
Number of Shares
21,909
Previous 22,457 2.44%
Holding current value
$0
Previous $0 NaN%
% of portfolio
0.0%
Previous 0.0%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 13, 2025
SELL
N/A
-548 Reduced 2.44%
21,909 $0
Q1 2025

May 13, 2025
BUY
N/A
8,554 Added 61.53%
22,457 $0
Q4 2024

Feb 14, 2025
BUY
N/A
1,843 Added 15.28%
13,903 $0
Q3 2024

Nov 14, 2024
SELL
N/A
-1,037 Reduced 7.92%
12,060 $0
Q2 2024

Aug 12, 2024
BUY
N/A
1,575 Added 13.67%
13,097 $0
Q1 2024

May 14, 2024
BUY
N/A
11,522 New
11,522 $0
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