Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES TR
Beacon Pointe Advisors, LLC holds 146,399 shares of IWB (ISHARES TR), worth $52.2M as of 2026-Q1. The position was increased (+27.2% shares). IWB represents 0.3% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$52.2M
Current Shares
146,399
Total Value Change
+$15.7M
Total Shares Change
+23,736
Other major holders of IWB: JONES FINANCIAL COMPANIES LLLP, FMR LLC
Increased |
| 146,399 |
+27.2% |
| $52.2M |
| 0.3% |
| $373.15 |
44 |
| 2025-Q4 | Increased | 115,133 | +10.4% | $43M | 0.3% | $376.20 | 39 |
| 2025-Q3 | Decreased | 104,284 | -10.5% | $38.1M | 0.3% | $363.42 | 0 |
| 2025-Q2 | Increased | 116,486 | +0.9% | $39.6M | 0.4% | $335.58 | 35 |
| 2025-Q1 | Increased | 115,420 | +0.9% | $35.4M | 0.4% | $302.55 | 35 |
| 2024-Q4 | Increased | 114,427 | +2.7% | $36.9M | 0.4% | $319.91 | 36 |
| 2024-Q3 | Decreased | 111,453 | -9.1% | $35M | 0.4% | $308.93 | 0 |
| 2024-Q2 | Increased | 122,663 | +2.7% | $36.5M | 0.4% | $292.44 | 36 |