Beacon Pointe Wealth Advisors, LLC IWB Holdings History
Beacon Pointe Wealth Advisors, LLC's iShares Russell 1000 ETF Holding Summary
As of 2019-12-31, Beacon Pointe Wealth Advisors, LLC held 83,228.00 shares of iShares Russell 1000 ETF(IWB), totaling $14.84 Mil. This investment constitutes 2.81% of their stock portfolio, and Beacon Pointe Wealth Advisors, LLC now holds 0.07% of the outstanding iShares Russell 1000 ETF(IWB) stock.
The initial trade took place in 2018Q4. And since then Beacon Pointe Wealth Advisors, LLC has made 1 purchases of IWB, at an average price of $149.16, for a total of 90,666.00 shares. In addition, there have been 3 sales at an average price of $168.07 for 7,438.00 shares. Based on historical transaction data and IWB's current price of $345.18, Beacon Pointe Wealth Advisors, LLC's estimated gain on his IWB holdings is $16.46 Mil, reflecting a 121.68% gain to date.
Beacon Pointe Wealth Advisors, LLC IWB ($345.18) Holding Chart
Beacon Pointe Wealth Advisors, LLC IWB ($345.18) 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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