How many shares of AGG does Beacon Pointe Advisors, LLC own?

As of 2026-Q2, Beacon Pointe Advisors, LLC holds 1.5M shares of AGG (ISHARES TR).

What is Beacon Pointe Advisors, LLC's AGG position worth?

As of 2026-Q2, Beacon Pointe Advisors, LLC's AGG position is worth $151.4M.

Is Beacon Pointe Advisors, LLC buying or selling AGG?

In 2026-Q2, Beacon Pointe Advisors, LLC increased their AGG position (+1.2% change in shares).

When did Beacon Pointe Advisors, LLC first buy AGG?

Based on available 13F filings, Beacon Pointe Advisors, LLC first reported a position in AGG in 2019-Q2. They have held the position across 29 quarters.

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Beacon Pointe Advisors, LLC

AGG
29 quarters

Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES TR

Current Value

$151.4M

Current Shares

1.5M

Total Value Change

+$151.2M

Total Shares Change

+1.5M

Quarter-by-Quarter History

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2026-Q2 Latest	Increased	1.5M	+1.2%	$151.4M	0.7%	$98.31	43
2026-Q1	Increased	1.5M	+68.9%	$150M	0.8%	$97.61	63
2025-Q4	Increased	894,760	+14.9%	$89.4M	0.6%	$97.58	48
2025-Q3	Decreased	778,826	-22.1%	$78.1M	0.7%	$96.67	0
2025-Q2	Increased	1M	+7.9%	$99.2M	1.0%	$94.72	51
2025-Q1	Increased	926,668	+2.0%	$91.7M	1.0%	$93.53	48
2024-Q4	Increased	908,777	+9.7%	$88.1M	1.0%	$91.03	46
2024-Q3	Increased	828,211	+1.5%	$83.9M	1.0%	$93.95	43
2024-Q2	Decreased	815,618	-2.8%	$79.2M	0.9%	$89.22	0
2024-Q1	Increased	838,967	+4.8%	$82.2M	0.9%	$89.20	44
2023-Q4	Decreased	800,924	-1.2%	$79.5M	0.9%	$89.86	0
2023-Q3	Increased	810,736	+23.2%	$76.2M	1.0%	$84.17	51
2023-Q2	Increased	657,941	+8.6%	$64.4M	1.1%	$86.97	51
2023-Q1	Increased	605,998	+3.2%	$60.4M	1.0%	$87.80	48
2022-Q4	Decreased	587,215	-5.4%	$57M	1.1%	$85.05	0
2022-Q3	Increased	620,577	+7.3%	$59.8M	1.3%	$83.72	50
2022-Q2	Increased	578,306	+3.4%	$58.8M	1.2%	$87.85	48
2022-Q1	Increased	559,425	+583.1%	$59.9M	0.8%	$92.06	67
2021-Q4	Decreased	81,890	-11.1%	$9.3M	0.2%	$97.78	0
2021-Q3	Increased	92,143	+5.2%	$10.6M	0.3%	$97.88	35
2021-Q2	Decreased	87,586	-0.8%	$10.1M	0.4%	$97.89	0
2021-Q1	Decreased	88,330	-2.8%	$10.1M	0.6%	$96.18	0
2020-Q4	Increased	90,890	+16.8%	$10.8M	0.7%	$99.54	45
2020-Q3	Increased	77,808	+59.5%	$9.2M	0.9%	$98.82	56
2020-Q2	Increased	48,777	+442.1%	$5.8M	0.6%	$98.42	62
2020-Q1	Increased	8,998	+76.3%	$1M	0.2%	$95.49	45
2019-Q4	Increased	5,104	+48.8%	$573,000	0.2%	$92.61	40
2019-Q3	Increased	3,431	+84.6%	$388,000	0.2%	$92.50	44
2019-Q2	New	1,859	-	$206,000	0.1%	$90.38	32

Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, JONES FINANCIAL COMPANIES LLLP

AGG29 quarters

AGG
29 quarters