Position history for Beacon Pointe Advisors, LLC's holdings in ISHARES TR
Beacon Pointe Advisors, LLC holds 1.4M shares of USMV (ISHARES TR), worth $125.8M as of 2026-Q1. The position was increased (+468.8% shares). USMV represents 0.7% of Beacon Pointe Advisors, LLC's portfolio.
Current Value
$125.8M
Current Shares
1.4M
Total Value Change
+$104.8M
Total Shares Change
+1.1M
Other major holders of USMV: Steward Partners Investment Advisory, LLC, Kestra Advisory Services, LLC, BNP PARIBAS FINANCIAL MARKETS
Increased |
| 1.4M |
+468.8% |
| $125.8M |
| 0.7% |
| $97.21 |
69 |
| 2025-Q4 | Increased | 238,418 | +2.2% | $22.4M | 0.2% | $94.95 | 35 |
| 2025-Q3 | Increased | 233,331 | +7.1% | $22.2M | 0.2% | $94.33 | 37 |
| 2025-Q2 | Increased | 217,893 | +0.7% | $20.5M | 0.2% | $92.27 | 34 |
| 2025-Q1 | Decreased | 216,341 | -0.6% | $20.3M | 0.2% | $91.68 | 0 |
| 2024-Q4 | Decreased | 217,641 | -9.2% | $19.3M | 0.2% | $87.40 | 0 |
| 2024-Q3 | Decreased | 239,731 | -3.9% | $21.9M | 0.3% | $89.30 | 0 |
| 2024-Q2 | Decreased | 249,534 | -3.3% | $21M | 0.2% | $81.96 | 0 |