Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES TR
Beacon Pointe Advisors, LLC holds 894,760 shares of AGG (ISHARES TR), worth $89.4M as of 2025-Q4. The position was increased (++14.9% shares). AGG represents 0.6% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$89.4M
Current Shares
894,760
Total Value Change
+$10.2M
Total Shares Change
+79,142
Other major holders of AGG: BNP PARIBAS FINANCIAL MARKETS
Increased |
| 894,760 |
+14.9% |
| $89.4M |
| 0.6% |
| $99.80 |
48 |
| 2025-Q3 | Decreased | 778,826 | -22.1% | $78.1M | 0.7% | $98.64 | 0 |
| 2025-Q2 | Increased | 1M | +7.9% | $99.2M | 1.0% | $96.25 | 51 |
| 2025-Q1 | Increased | 926,668 | +2.0% | $91.7M | 1.0% | $95.24 | 48 |
| 2024-Q4 | Increased | 908,777 | +9.7% | $88.1M | 1.0% | $92.99 | 46 |
| 2024-Q3 | Increased | 828,211 | +1.5% | $83.9M | 1.0% | $96.07 | 43 |
| 2024-Q2 | Decreased | 815,618 | -2.8% | $79.2M | 0.9% | $91.03 | 0 |