Beacon Pointe Advisors, LLC IVV Holdings History
Beacon Pointe Advisors, LLC's iShares Core S&P 500 ETF Holding Summary
As of 2025-03-31, Beacon Pointe Advisors, LLC held 295,092.00 shares of iShares Core S&P 500 ETF(IVV), totaling $165.81 Mil. This investment constitutes 1.86% of their stock portfolio, and Beacon Pointe Advisors, LLC now holds 0.03% of the outstanding iShares Core S&P 500 ETF(IVV) stock.
The initial trade took place in 2018Q4. And since then Beacon Pointe Advisors, LLC has made 13 purchases of IVV, at an average price of $404.91, for a total of 455,538.00 shares. In addition, there have been 12 sales at an average price of $431.15 for 160,446.00 shares. Based on historical transaction data and IVV's current price of $624.99, Beacon Pointe Advisors, LLC's estimated gain on his IVV holdings is $69.15 Mil, reflecting a 37.49% gain to date.
Beacon Pointe Advisors, LLC IVV ($624.99) Holding Chart
Beacon Pointe Advisors, LLC IVV ($624.99) Quarterly Buys and Sells
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Avrg. Price |
|---|---|---|---|---|
| Shares Bought | 0 | Average Price $-/Share | ||
| Shares Sold | 0 | Average Price $-/Share | ||
| Current Price $0.00 | Total Estimated Gain 0 % | |||
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