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IBTGIBTG
12 quarters

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

Beacon Pointe Advisors, LLC holds 456,059 shares of IBTG (ISHARES TR), worth $10.4M as of 2026-Q2. The position was increased (+1339.6% shares). IBTG represents 0.0% of Beacon Pointe Advisors, LLC's portfolio.

Current Value

$10.4M

Current Shares

456,059

Total Value Change

+$10.2M

Total Shares Change

+444,872

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Increased
456,059
+1339.6%
$10.4M0.0%$22.60
45
2026-Q1
Increased
31,679
+6.3%
$725,9250.0%$22.48
26
2025-Q4
Increased
29,812
+5.5%
$681,9430.0%$22.30
26
2025-Q3
Increased
28,249
+5.2%
$648,3070.0%$22.08
26
2025-Q2
Decreased
26,849
-2.9%
$615,6460.0%$21.83
0
2025-Q1
Decreased
27,650
-1.9%
$634,2800.0%$21.62
0
2024-Q4
Increased
28,184
+7.6%
$642,8860.0%$21.36
26
2024-Q3
Increased
26,191
+71.4%
$604,1020.0%$21.30
36
2024-Q2
Increased
15,283
+2.1%
$346,2340.0%$20.71
24
2024-Q1
Decreased
14,966
-0.2%
$339,8800.0%$20.54
0
2023-Q4
Increased
14,992
+34.0%
$342,6370.0%$20.54
30
2023-Q3
New
11,187
-
$251,3790.0%$19.95
32

Other major holders of IBTG: NorthCoast Asset Management LLC

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