Ishares Tr shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Ishares Tr (IBDV) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $3.1M | 141k | 22.15 |
| 2025-06-30 | $3.2M | 144k | 21.98 |
| 2025-03-31 | $3.1M | 142k | 21.72 |
| 2024-12-31 | $2.7M | 126k | 21.36 |
| 2024-09-30 | $2.5M | 114k | 22.17 |
| 2024-06-30 | $2.2M | 103k | 21.26 |
| 2024-03-31 | $1.4M | 67k | 21.40 |
| 2023-12-31 | $896k | 41k | 21.64 |
| 2023-09-30 | $517k | 25k | 20.38 |
| 2023-06-30 | $425k | 20k | 21.20 |
| 2023-03-31 | $405k | 19k | 21.53 |