Beacon Pointe Advisors, LLC Ishares Tr Transaction History

Beacon Pointe Advisors, LLC

  • $8.89 Billion
  • Q4 2024

A detailed history of Beacon Pointe Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Beacon Pointe Advisors, LLC holds 6,500 shares of IYJ stock, worth $807,365. This represents 0.01% of its overall portfolio holdings.

Number of Shares
6,500
Previous 6,500 -0.0%
Holding current value
$807,365
Previous $868,000 0.12%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 08, 2024
SELL
$95.31 - $114.66 $47,655 - $57,330
-500 Reduced 7.14%
6,500 $743,000
Q3 2023

Nov 14, 2023
BUY
$100.31 - $109.74 $20,062 - $21,948
200 Added 2.94%
7,000 $706,000
Q2 2023

Aug 11, 2023
SELL
$96.6 - $106.04 $19,320 - $21,208
-200 Reduced 2.86%
6,800 $721,000
Q1 2023

May 12, 2023
SELL
$95.26 - $104.26 $219,098 - $239,798
-2,300 Reduced 24.73%
7,000 $701,000
Q4 2022

Feb 14, 2023
BUY
$84.86 - $101.21 $789,198 - $941,253
9,300 New
9,300 $897,000

Others Institutions Holding IYJ

# of Institutions
343
Shares Held
6.55M
Call Options Held
35.9K
Put Options Held
11.8K
View Full List

About ISHARES TR

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