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Ishares Tr shares owned by Beacon Pointe Advisors

Quarter-by-quarter ownership of Ishares Tr (IBHI) 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 $539k 23k 23.92

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

Commonwealth Equity Services
Bank of America Corporation
LBMC Investment Advisors
Old Mission Capital
Jpmorgan Chase & Co
Wrapmanager
Lido Advisors
Straight Path Wealth Management
Integrated Wealth Concepts
Morgan Stanley
LPL Financial
Royal Bank of Canada
Raymond James Financial Services Advisors
Jane Street
Beacon Pointe Advisors

View all funds holding Ishares Tr