iShares Dow Jones US Financial Svc. shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $4.9M | 28k | 179.21 |
| 2023-09-30 | $4.4M | 28k | 154.64 |
| 2023-06-30 | $4.2M | 27k | 157.99 |
| 2023-03-31 | $4.0M | 27k | 150.96 |
| 2022-12-31 | $4.3M | 28k | 157.52 |
| 2022-09-30 | $3.4M | 24k | 140.70 |
| 2022-06-30 | $4.2M | 29k | 148.25 |
| 2022-03-31 | $5.4M | 30k | 180.34 |
| 2021-12-31 | $3.8M | 20k | 193.11 |
| 2021-09-30 | $3.5M | 18k | 188.18 |
| 2021-06-30 | $3.3M | 18k | 185.21 |
Top funds holding iShares Dow Jones US Financial Svc.
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