Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES TR
Beacon Pointe Advisors, LLC holds 174,191 shares of IWV (ISHARES TR), worth $67.4M as of 2025-Q4. The position was increased (++1265.2% shares). IWV represents 0.5% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$67.4M
Current Shares
174,191
Total Value Change
+$64.1M
Total Shares Change
+163,441
Other major holders of IWV: Kestra Advisory Services, LLC, SCS Capital Management LLC
Increased |
| 174,191 |
+1265.2% |
| $67.4M |
| 0.5% |
| $389.73 |
57 |
| 2025-Q3 | Increased | 12,759 | +26.4% | $4.8M | 0.0% | $376.62 | 33 |
| 2025-Q2 | Decreased | 10,094 | -2.7% | $3.5M | 0.0% | $347.37 | 0 |
| 2025-Q1 | Decreased | 10,372 | -59.2% | $3.3M | 0.0% | $313.50 | 0 |
| 2024-Q4 | Increased | 25,401 | +255.3% | $8.5M | 0.1% | $332.13 | 44 |
| 2024-Q3 | Decreased | 7,149 | -33.5% | $2.3M | 0.0% | $321.26 | 0 |
| 2024-Q2 | Increased | 10,750 | +35.2% | $3.3M | 0.0% | $303.55 | 34 |