Bdo Wealth Advisors, LLC Ishares Tr Transaction History

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 3,301 shares of IAT stock, worth $166,040. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,301
Previous 2,295 43.83%
Holding current value
$166,040
Previous $82,000 35.37%
% of portfolio
0.01%
Previous 0.01%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023
BUY
$29.75 - $36.65 $29,928 - $36,869
1,006 Added 43.83%
3,301 $111,000
Q1 2023

May 09, 2023
BUY
$33.67 - $53.61 $74,074 - $117,942
2,200 Added 2315.79%
2,295 $82,000
Q3 2022

Nov 02, 2022
SELL
$47.63 - $56.65 $7,144 - $8,497
-150 Reduced 61.22%
95 $5,000
Q2 2022

Aug 25, 2022
BUY
$47.91 - $57.96 $7,186 - $8,694
150 Added 157.89%
245 $12,000
Q3 2017

Nov 08, 2017
BUY
N/A
95
95 $4,000

Others Institutions Holding IAT

# of Institutions
214
Shares Held
6.71M
Call Options Held
154K
Put Options Held
282K
View Full List

About ISHARES TR

IAT Quotes by TradingView
  • Ticker IAT
  • Sector ETFs
  • Industry ETFs
More about IAT
Track This Portfolio

Track Bdo Wealth Advisors, LLC Portfolio

Follow Bdo Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email