Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2028 Ter Transaction History
Beacon Pointe Advisors, LLC
- $11.3 Billion
- Q3 2025
A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Ibonds Dec 2028 Ter stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 124,435 shares of IBMQ stock, worth $3.17 Million. This represents 0.03% of its overall portfolio holdings.
Number of Shares
124,435
Previous 23,464
430.32%
Holding current value
$3.17 Million
Previous $596,000
435.23%
% of portfolio
0.03%
Previous 0.01%
Shares
20 transactions
Others Institutions Holding IBMQ
# of Institutions
178Shares Held
18.5MCall Options Held
0Put Options Held
0-
Bank Of America Corp Charlotte, NC2.12MShares$53.9 Million0.0% of portfolio
-
Vishria Bird Financial Group, LLC1.14MShares$29.2 Million6.63% of portfolio
-
Clearstead Advisors, LLC Cleveland, OH913KShares$23.3 Million0.32% of portfolio
-
Mercer Global Advisors Inc Denver, CO900KShares$23 Million0.04% of portfolio
-
Wilbanks Smith & Thomas Asset Management LLC754KShares$19.2 Million0.54% of portfolio