Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES TR
Beacon Pointe Advisors, LLC holds 413,095 shares of IWD (ISHARES TR), worth $86.9M as of 2025-Q4. The position was increased (++78.3% shares). IWD represents 0.6% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$86.9M
Current Shares
413,095
Total Value Change
+$72.2M
Total Shares Change
+329,155
Other major holders of IWD: BNP PARIBAS FINANCIAL MARKETS, Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC
Increased |
| 413,095 |
+78.3% |
| $86.9M |
| 0.6% |
| $211.94 |
64 |
| 2025-Q3 | Increased | 231,623 | +186.6% | $47.2M | 0.4% | $202.24 | 56 |
| 2025-Q2 | Decreased | 80,810 | -4.1% | $15.7M | 0.2% | $191.58 | 0 |
| 2025-Q1 | Decreased | 84,282 | -71.3% | $15.9M | 0.2% | $183.74 | 0 |
| 2024-Q4 | Increased | 293,411 | +274.6% | $54.3M | 0.6% | $181.36 | 67 |
| 2024-Q3 | Decreased | 78,334 | -6.7% | $14.9M | 0.2% | $184.97 | 0 |
| 2024-Q2 | Increased | 83,940 | +18.3% | $14.6M | 0.2% | $169.57 | 39 |