A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr Ibonds December 202 stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 54,961 shares of IBMO stock, worth $1.4 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
54,961
Previous 60,329 8.9%
Holding current value
$1.4 Million
Previous $1.53 Million 7.66%
% of portfolio
0.02%
Previous 0.02%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024

SELL
$25.26 - $25.66 $135,595 - $137,742
-5,368 Reduced 8.9%
54,961 $1.41 Million
Q2 2024

Aug 12, 2024

BUY
$25.16 - $25.33 $109,898 - $110,641
4,368 Added 7.81%
60,329 $1.53 Million
Q1 2024

May 14, 2024

BUY
$25.35 - $25.52 $154,913 - $155,952
6,111 Added 12.26%
55,961 $1.42 Million
Q4 2023

Feb 08, 2024

BUY
$24.71 - $25.52 $236,524 - $244,277
9,572 Added 23.76%
49,850 $1.27 Million
Q3 2023

Nov 14, 2023

BUY
$24.76 - $25.26 $216,427 - $220,797
8,741 Added 27.72%
40,278 $999,000
Q2 2023

Aug 11, 2023

BUY
$24.96 - $25.63 $182,981 - $187,893
7,331 Added 30.29%
31,537 $794,000
Q1 2023

May 12, 2023

BUY
$24.99 - $25.64 $76,819 - $78,817
3,074 Added 14.55%
24,206 $617,000
Q4 2022

Feb 14, 2023

BUY
$24.52 - $25.33 $26,824 - $27,711
1,094 Added 5.46%
21,132 $532,000
Q3 2022

Nov 09, 2022

BUY
$24.63 - $25.76 $13,891 - $14,528
564 Added 2.9%
20,038 $497,000
Q2 2022

Aug 11, 2022

BUY
$24.88 - $25.49 $170,826 - $175,014
6,866 Added 54.46%
19,474 $492,000
Q1 2022

May 17, 2022

BUY
$25.42 - $26.86 $113,525 - $119,956
4,466 Added 54.85%
12,608 $322,000
Q4 2021

Feb 14, 2022

SELL
$26.8 - $26.92 $183,928 - $184,751
-6,863 Reduced 45.74%
8,142 $219,000
Q3 2021

Nov 15, 2021

SELL
$26.88 - $27.14 $1,128 - $1,139
-42 Reduced 0.28%
15,005 $403,000
Q2 2021

Aug 17, 2021

BUY
$26.77 - $27.05 $455 - $459
17 Added 0.11%
15,047 $406,000
Q1 2021

May 18, 2021

BUY
$26.74 - $27.23 $294 - $299
11 Added 0.07%
15,030 $405,000
Q4 2020

Feb 12, 2021

BUY
$26.8 - $27.1 $5,386 - $5,447
201 Added 1.36%
15,019 $407,000
Q3 2020

Nov 16, 2020

BUY
$26.61 - $27.05 $26,929 - $27,374
1,012 Added 7.33%
14,818 $399,000
Q2 2020

Aug 14, 2020

SELL
$25.24 - $26.77 $18,980 - $20,131
-752 Reduced 5.17%
13,806 $368,000
Q1 2020

May 15, 2020

BUY
$22.9 - $26.87 $333,378 - $391,173
14,558 New
14,558 $376,000

Others Institutions Holding IBMO

About ISHARES TR IBONDS DECEMBER 202


  • Ticker IBMO
  • Sector ETFs
  • Industry ETFs
More about IBMO
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