Ishares Tr shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Ishares Tr (IBDW) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in Ishares Tr
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Quarterly reported holdings in Ishares Tr by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $2.8M | 132k | 21.22 |
| 2025-06-30 | $2.7M | 128k | 21.04 |
| 2025-03-31 | $2.6M | 127k | 20.75 |
| 2024-12-31 | $2.2M | 106k | 20.35 |
| 2024-09-30 | $2.0M | 96k | 21.22 |
| 2024-06-30 | $1.7M | 85k | 20.29 |
| 2024-03-31 | $1.3M | 65k | 20.49 |
| 2023-12-31 | $1.0M | 50k | 20.77 |
| 2023-09-30 | $211k | 11k | 19.38 |