Beacon Pointe Advisors, LLC's ownership history for IWM

Beacon Pointe Advisors, LLC currently holds 73.4K shares with a market value of $17.8M. It started holding IWM on 2024-09-30. At its peak, it held 81.7K shares on 2025-06-30. Its highest holding value was $17.8M on 2025-09-30. At its lowest, it held 73.4K shares on 2025-09-30, with a value of $16.1M on 2025-03-31. In the recent 180 days, Beacon Pointe Advisors, LLC has decreased its shares by 7.4K. In the recent year, Beacon Pointe Advisors, LLC has decreased its shares by 1.4K.

It has also owned 11 contracts of calls, with the market value of the underlying securities totaling $237.4K on 2024-12-31. At its peak, it held 11 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $243.1K on 2024-12-31. At its lowest, it held 11 contracts of calls on 2024-12-31 and it owned calls with the market value of the underlying securities totaling $219.4K on 2025-03-31. In the recent 180 days, Beacon Pointe Advisors, LLC has increased its holdings by 0 contracts.

It has also owned 11 contracts of puts, with the market value of the underlying securities totaling $266.2K on 2024-09-30. At its peak, it held 25 contracts of puts on 2024-09-30 and it owned puts with the market value of the underlying securities totaling $552.2K on 2024-09-30. At its lowest, it held 11 contracts of puts on 2024-12-31 and it owned puts with the market value of the underlying securities totaling $219.4K on 2025-03-31. In the recent 180 days, Beacon Pointe Advisors, LLC has increased its holdings by 0 contracts. In the recent year, Beacon Pointe Advisors, LLC has increased its holdings by 73.3K contracts.