Beacon Pointe Advisors, LLC Ishares Tr Ibonds 2029 Term Hi Transaction History

Beacon Pointe Advisors, LLC

  • $11.3 Billion
  • Q3 2025

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Ibonds 2029 Term Hi stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 41,202 shares of IBHI stock, worth $969,071. This represents 0.01% of its overall portfolio holdings.

Number of Shares
41,202
Previous 37,894 8.73%
Holding current value
$969,071
Previous $897,000 9.48%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 13, 2025
BUY
$23.43 - $23.88 $77,506 - $78,995
3,308 Added 8.73%
41,202 $982,000
Q2 2025

Aug 13, 2025
SELL
$22.15 - $23.69 $8,417 - $9,002
-380 Reduced 0.99%
37,894 $897,000
Q1 2025

May 13, 2025
BUY
$23.15 - $23.78 $246,894 - $253,613
10,665 Added 38.63%
38,274 $888,000
Q4 2024

Feb 14, 2025
BUY
$23.22 - $23.84 $117,887 - $121,035
5,077 Added 22.53%
27,609 $647,000
Q3 2024

Nov 14, 2024
BUY
$22.97 - $23.99 $517,560 - $540,542
22,532 New
22,532 $538,000

Others Institutions Holding IBHI

# of Institutions
67
Shares Held
7.36M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR IBONDS 2029 TERM HI

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