Ishares Tr shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of Ishares Tr (IBDX) 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 | $945k | 37k | 25.62 |
| 2025-06-30 | $806k | 32k | 25.29 |
| 2025-03-31 | $770k | 31k | 24.99 |
| 2024-12-31 | $553k | 23k | 24.58 |
| 2024-09-30 | $502k | 20k | 25.71 |
| 2024-06-30 | $512k | 21k | 24.56 |
| 2024-03-31 | $491k | 20k | 24.81 |
| 2023-12-31 | $262k | 10k | 25.23 |