Bdo Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares S&P Small Cap 600 Grow stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 8,489 shares of IJT stock, worth $1.17 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,489

Previous 8,488 0.01%

Holding current value

$1.17 Million

Previous $933,000 4.5%

% of portfolio

0.11%

Previous 0.11%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$104.35 - $114.93 $104 - $114	1 Added 0.01%	8,489 $975,000
Q1 2023 May 09, 2023	SELL	$105.46 - $120.16 $75,298 - $85,794	-714 Reduced 7.76%	8,488 $933,000
Q4 2022 Jan 27, 2023	BUY	$102.93 - $117.14 $510,635 - $581,131	4,961 Added 116.98%	9,202 $0
Q3 2022 Nov 02, 2022	BUY	$100.74 - $123.41 $7,354 - $9,008	73 Added 1.75%	4,241 $431,000
Q2 2022 Aug 25, 2022	BUY	$101.11 - $126.58 $4,651 - $5,822	46 Added 1.12%	4,168 $439,000

Q1 2022 May 06, 2022	BUY	$119.16 - $140.17 $108,197 - $127,274	908 Added 28.25%	4,122 $516,000
Q3 2021 Nov 09, 2021	SELL	$125.08 - $136.86 $25,016 - $27,372	-200 Reduced 5.86%	3,214 $418,000
Q4 2020 Feb 12, 2021	BUY	$89.39 - $115.31 $152,588 - $196,834	1,707 Added 100.0%	3,414 $390,000
Q3 2020 Nov 12, 2020	SELL	$82.72 - $94.57 $1,571 - $1,796	-19 Reduced 1.1%	1,707 $301,000
Q2 2020 Aug 14, 2020	SELL	$62.95 - $90.62 $60,494 - $87,085	-961 Reduced 35.76%	1,726 $293,000
Q1 2020 May 15, 2020	BUY	$59.73 - $99.87 $16,246 - $27,164	272 Added 11.26%	2,687 $370,000
Q4 2019 Feb 14, 2020	SELL	$86.46 - $97.01 $8,991 - $10,089	-104 Reduced 4.13%	2,415 $467,000
Q3 2019 Nov 12, 2019	SELL	$86.64 - $92.93 $1,212 - $1,301	-14 Reduced 0.55%	2,519 $449,000
Q2 2019 Aug 09, 2019	SELL	$85.35 - $93.89 $6,230 - $6,853	-73 Reduced 2.8%	2,533 $462,000
Q1 2019 May 15, 2019	SELL	$78.94 - $92.95 $11,525 - $13,570	-146 Reduced 5.31%	2,606 $465,000
Q4 2018 Feb 14, 2019	SELL	$75.74 - $99.46 $53,320 - $70,019	-704 Reduced 20.37%	2,752 $444,000
Q3 2018 Nov 07, 2018	SELL	$95.58 - $104.54 $17,873 - $19,548	-187 Reduced 5.13%	3,456 $697,000
Q2 2018 Aug 27, 2018	SELL	$85.01 - $98.03 $20,827 - $24,017	-245 Reduced 6.3%	3,643 $688,000
Q1 2018 May 23, 2018	BUY	$81.75 - $90.37 $112,733 - $124,620	1,379 Added 54.96%	3,888 $676,000
Q4 2017 Feb 14, 2018	BUY	$81.18 - $86.18 $191,097 - $202,867	2,354 Added 1518.71%	2,509 $427,000
Q3 2017 Nov 08, 2017	BUY	$79.86 - $82.25 $12,378 - $12,748	155	155 $25,000

Others Institutions Holding IJT

# of Institutions

823

Shares Held

27.3M

Call Options Held

8.2K

Put Options Held

View Full List

About ISHARES S&P SMALL CAP 600 GROW

Ticker IJT
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Bdo Wealth Advisors, LLC Ishares S&P Small Cap 600 Grow Transaction History