Bdo Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 5,535 shares of IWR stock, worth $523,721. This represents 0.05% of its overall portfolio holdings.

Number of Shares

5,535

Previous 5,505 0.54%

Holding current value

$523,721

Previous $384,000 5.21%

% of portfolio

0.05%

Previous 0.05%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$67.49 - $73.03 $2,024 - $2,190	30 Added 0.54%	5,535 $404,000
Q4 2022 Jan 27, 2023	SELL	$62.09 - $71.89 $16,888 - $19,554	-272 Reduced 4.71%	5,505 $0
Q3 2022 Nov 02, 2022	SELL	$62.15 - $74.82 $8,701 - $10,474	-140 Reduced 2.37%	5,777 $359,000
Q2 2022 Aug 25, 2022	BUY	$62.75 - $78.76 $6,275 - $7,876	100 Added 1.72%	5,917 $383,000
Q1 2022 May 06, 2022	SELL	$72.29 - $82.89 $13,735 - $15,749	-190 Reduced 3.16%	5,817 $454,000

Q4 2021 Feb 11, 2022	BUY	$78.41 - $85.28 $87,740 - $95,428	1,119 Added 22.89%	6,007 $499,000
Q2 2020 Aug 14, 2020	SELL	$40.64 - $57.63 $3,251 - $4,610	-80 Reduced 1.61%	4,888 $262,000
Q4 2018 Feb 14, 2019	BUY	$43.7 - $54.95 $162,389 - $204,194	3,716 Added 296.81%	4,968 $231,000
Q2 2018 Aug 27, 2018	BUY	$50.43 - $54.42 $33,888 - $36,570	672 Added 115.86%	1,252 $266,000
Q1 2018 May 23, 2018	SELL	$49.67 - $55.0 $248 - $275	-5 Reduced 0.85%	580 $120,000
Q3 2017 Nov 08, 2017	BUY	$48.84 - $49.29 $28,571 - $28,834	585	585 $115,000

Others Institutions Holding IWR

# of Institutions

1,639

Shares Held

391M

Call Options Held

208K

Put Options Held

28.7K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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Bdo Wealth Advisors, LLC Ishares Russell Mid Cap ETF Transaction History