Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES TR
Beacon Pointe Advisors, LLC holds 704,106 shares of IVV (ISHARES TR), worth $459.9M as of 2026-Q1. The position was increased (+69.4% shares). IVV represents 2.4% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$459.9M
Current Shares
704,106
Total Value Change
+$301.9M
Total Shares Change
+415,414
Other major holders of IVV: Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 704,106 |
+69.4% |
| $459.9M |
| 2.4% |
| $683.37 |
80 |
| 2025-Q4 | Increased | 415,572 | +6.5% | $284.6M | 2.0% | $689.92 | 52 |
| 2025-Q3 | Increased | 390,322 | +36.7% | $261.2M | 2.2% | $664.41 | 69 |
| 2025-Q2 | Decreased | 285,456 | -3.3% | $177.2M | 1.8% | $613.43 | 0 |
| 2025-Q1 | Increased | 295,092 | +3.0% | $165.8M | 1.9% | $552.75 | 49 |
| 2024-Q4 | Increased | 286,548 | +2.1% | $168.7M | 1.9% | $583.48 | 49 |
| 2024-Q3 | Decreased | 280,767 | -2.8% | $162M | 1.9% | $564.81 | 0 |
| 2024-Q2 | Decreased | 288,692 | -7.4% | $158M | 1.9% | $536.31 | 0 |