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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

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

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Quarterly reported holdings in Ishares Tr by Beacon Pointe Advisors

Quarter filed Position value Share count Share price at filing
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

More positions owned by Beacon Pointe Advisors

Apple Call Option (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
NVIDIA Corporation Put Option (NVDA)
Microsoft Corporation (MSFT)
Vanguard Index Fds Mid Cap Etf (VO)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds Value Etf (VTV)
Schwab Strategic Tr Us Lrg Cap Etf (SCHX)
Berkshire Hathaway Inc Del Cl B New (BRK.B)
Vanguard Index Fds Growth Etf (VUG)
Amazon (AMZN)
Vanguard Index Fds Total Stk Mkt (VTI)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Ishares Tr Core Us Aggbd Et (AGG)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)

View all positions for Beacon Pointe Advisors

Top funds holding Ishares Tr

Wells Fargo & Company
Capital Investment Advisors
First Interstate Bank
Aptus Capital Advisors
Bank of America Corporation
Gateway Advisory
Sigma Investment Counselors
Golub Group
UBS Group
MV Capital Management
Raymond James Financial Services Advisors
Arrow Financial Corp.
Us Bancorp
Rockefeller Capital Management
Stony Point Wealth Management

View all funds holding Ishares Tr