Bdo Wealth Advisors, LLC Ishares Russell Midcap Value E Transaction History

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 136 shares of IWS stock, worth $18,185. This represents 0.0% of its overall portfolio holdings.

Number of Shares
136
Previous 136 -0.0%
Holding current value
$18,185
Previous $14,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 09, 2023
BUY
$100.22 - $116.23 $13,629 - $15,807
136 New
136 $14,000
Q4 2021

Feb 11, 2022
SELL
$114.04 - $122.75 $2,052 - $2,209
-18 Closed
0 $0
Q2 2021

Sep 03, 2021
BUY
$110.51 - $117.85 $1,989 - $2,121
18 New
18 $2,000
Q1 2021

May 14, 2021
SELL
$95.27 - $111.97 $7,240 - $8,509
-76 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$80.93 - $96.96 $6,150 - $7,368
76 New
76 $7,000
Q3 2020

Nov 12, 2020
SELL
$74.79 - $85.06 $6,207 - $7,059
-83 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$59.9 - $85.49 $15,394 - $21,970
-257 Reduced 75.59%
83 $6,000
Q1 2020

May 15, 2020
BUY
$54.38 - $96.81 $15,607 - $27,784
287 Added 541.51%
340 $22,000
Q4 2018

Feb 14, 2019
SELL
$72.26 - $90.19 $144,520 - $180,380
-2,000 Reduced 97.42%
53 $4,000
Q4 2017

Feb 14, 2018
SELL
$85.33 - $89.5 $4,266 - $4,475
-50 Reduced 2.38%
2,053 $183,000
Q3 2017

Nov 08, 2017
BUY
$84.38 - $84.93 $177,451 - $178,607
2,103
2,103 $179,000

Others Institutions Holding IWS

# of Institutions
957
Shares Held
93.6M
Call Options Held
36.4K
Put Options Held
1.6K
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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