Beacon Pointe Advisors, LLC IWD Holdings History
Beacon Pointe Advisors, LLC's iShares Russell 1000 Value ETF Holding Summary
As of 2025-03-31, Beacon Pointe Advisors, LLC held 84,282.00 shares of iShares Russell 1000 Value ETF(IWD), totaling $15.86 Mil. This investment constitutes 0.18% of their stock portfolio, and Beacon Pointe Advisors, LLC now holds 0.03% of the outstanding iShares Russell 1000 Value ETF(IWD) stock.
The initial trade took place in 2018Q4. And since then Beacon Pointe Advisors, LLC has made 13 purchases of IWD, at an average price of $171.79, for a total of 361,276.00 shares. In addition, there have been 12 sales at an average price of $181.08 for 276,994.00 shares. Based on historical transaction data and IWD's current price of $197.41, Beacon Pointe Advisors, LLC's estimated gain on his IWD holdings is $4.73 Mil, reflecting a 7.62% gain to date.
Beacon Pointe Advisors, LLC IWD ($197.41) Holding Chart
Beacon Pointe Advisors, LLC IWD ($197.41) 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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