Back to Beacon Pointe Advisors, LLC Beacon Pointe Advisors, LLC

IGEIGE
3 quarters

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

Yes. Beacon Pointe Advisors holds 154,027 shares of IGE, worth $8.7M, as of its Q2 2026 13F filing. It reduced the position by 39,859 shares (-20.6%) from Q1 2026. Beacon Pointe Advisors has held IGE since Q4 2025, across 3 quarterly 13F filings.

Current Value

$8.7M

Current Shares

154,027

Total Value Change

-$5.3M

Total Shares Change

-123,068

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
154,027
-20.6%
$8.7M0.0%$55.91
0
2026-Q1
Decreased
193,886
-30.0%
$12.2M0.1%$62.33
0
2025-Q4
New
277,095
-
$13.9M0.1%$49.52
39

Other major holders of IGE: BANK OF AMERICA CORP /DE/, MORGAN STANLEY

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