iShares Dow Jones US Financial Svc. shares owned by Beacon Pointe Advisors
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Beacon Pointe Advisors
from 13F filings
Historical chart of Beacon Pointe Advisors investment in iShares Dow Jones US Financial Svc.
Tip: Access up to 7 years of quarterly data
All positions including iShares Dow Jones US Financial Svc. held by Beacon Pointe Advisors consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Beacon Pointe Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $5.0M | 70k | 71.02 |
| 2024-06-30 | $4.5M | 69k | 65.21 |
| 2024-03-31 | $4.6M | 69k | 66.30 |
| 2023-12-31 | $4.9M | 28k | 179.21 |
| 2023-09-30 | $4.4M | 28k | 154.64 |
| 2023-06-30 | $4.2M | 27k | 157.99 |
| 2023-03-31 | $4.0M | 27k | 150.96 |
| 2022-12-31 | $4.3M | 28k | 157.52 |
| 2022-09-30 | $3.4M | 24k | 140.70 |
| 2022-06-30 | $4.2M | 29k | 148.25 |
| 2022-03-31 | $5.4M | 30k | 180.34 |
| 2021-12-31 | $3.8M | 20k | 193.11 |
| 2021-09-30 | $3.5M | 18k | 188.18 |
| 2021-06-30 | $3.3M | 18k | 185.21 |
Top funds holding iShares Dow Jones US Financial Svc.
View all funds holding iShares Dow Jones US Financial Svc.