Beacon Pointe Advisors, LLC Ishares Tr Ibonds Dec 2027 Ter Transaction History

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Ibonds Dec 2027 Ter stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 328,567 shares of IBDS stock, worth $7.9 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares
328,567
Previous 294,318 11.64%
Holding current value
$7.9 Million
Previous $7.17 Million 9.76%
% of portfolio
0.09%
Previous 0.08%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 14, 2025
BUY
$23.88 - $24.32 $817,866 - $832,935
34,249 Added 11.64%
328,567 $7.87 Million
Q3 2024

Nov 14, 2024
BUY
$23.63 - $24.42 $640,727 - $662,148
27,115 Added 10.15%
294,318 $7.17 Million
Q2 2024

Aug 12, 2024
BUY
$23.48 - $23.77 $639,172 - $647,066
27,222 Added 11.34%
267,203 $6.34 Million
Q1 2024

May 14, 2024
BUY
$23.67 - $24.03 $1.13 Million - $1.15 Million
47,665 Added 24.78%
239,981 $5.71 Million
Q4 2023

Feb 08, 2024
BUY
$22.84 - $23.94 $984,038 - $1.03 Million
43,084 Added 28.87%
192,316 $4.6 Million
Q3 2023

Nov 14, 2023
BUY
$23.07 - $23.6 $875,345 - $895,454
37,943 Added 34.09%
149,232 $3.45 Million
Q2 2023

Aug 11, 2023
BUY
$23.39 - $23.94 $569,593 - $582,986
24,352 Added 28.01%
111,289 $2.61 Million
Q1 2023

May 12, 2023
BUY
$23.15 - $24.01 $1.63 Million - $1.69 Million
70,562 Added 430.91%
86,937 $2.07 Million
Q4 2022

Feb 14, 2023
BUY
$22.55 - $23.67 $369,256 - $387,596
16,375 New
16,375 $382,000

Others Institutions Holding IBDS

# of Institutions
378
Shares Held
97.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS DEC 2027 TER

IBDS Quotes by TradingView
  • Ticker IBDS
  • Sector ETFs
  • Industry ETFs
More about IBDS
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