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 2,021 shares of IYJ stock, worth $260,911. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,021

Previous 2,021 -0.0%

Holding current value

$260,911

Previous $202,000 5.94%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	SELL	$95.26 - $104.26 $7,906 - $8,653	-83 Reduced 3.94%	2,021 $202,000
Q4 2021 Feb 11, 2022	SELL	$104.49 - $114.29 $313 - $342	-3 Reduced 0.14%	2,104 $237,000
Q3 2021 Nov 09, 2021	SELL	$107.16 - $114.98 $62,688 - $67,263	-585 Reduced 21.73%	2,107 $226,000
Q2 2021 Sep 03, 2021	SELL	$106.5 - $112.79 $20,235 - $21,430	-190 Reduced 6.59%	2,692 $299,000
Q1 2021 May 14, 2021	SELL	$93.24 - $105.87 $18,648 - $21,174	-200 Reduced 6.49%	2,882 $305,000
Q4 2020 Feb 12, 2021	BUY	$81.66 - $97.19 $143,394 - $170,665	1,756 Added 132.43%	3,082 $299,000
Q3 2020 Nov 12, 2020	BUY	$74.42 - $87.03 $1,116 - $1,305	15 Added 1.14%	1,326 $222,000
Q2 2020 Aug 14, 2020	SELL	$58.74 - $81.28 $1,116 - $1,544	-19 Reduced 1.43%	1,311 $198,000
Q1 2020 May 15, 2020	SELL	$52.08 - $87.1 $7,291 - $12,194	-140 Reduced 9.52%	1,330 $165,000
Q4 2019 Feb 14, 2020	BUY	$75.93 - $84.31 $1,518 - $1,686	20 Added 1.38%	1,470 $246,000
Q3 2019 Nov 12, 2019	BUY	$75.18 - $80.81 $23,305 - $25,051	310 Added 27.19%	1,450 $230,000
Q2 2019 Aug 09, 2019	SELL	$73.79 - $79.44 $4,427 - $4,766	-60 Reduced 5.0%	1,140 $180,000
Q1 2019 May 15, 2019	SELL	$62.56 - $76.42 $17,204 - $21,015	-275 Reduced 18.64%	1,200 $182,000
Q4 2018 Feb 14, 2019	SELL	$60.03 - $78.9 $6,003 - $7,890	-100 Reduced 6.35%	1,475 $190,000
Q3 2018 Nov 07, 2018	SELL	$71.72 - $79.5 $8,606 - $9,540	-120 Reduced 7.08%	1,575 $246,000
Q1 2018 May 23, 2018	BUY	$70.82 - $79.05 $3,186 - $3,557	45 Added 2.73%	1,695 $246,000
Q4 2017 Feb 14, 2018	BUY	$69.42 - $73.89 $1,735 - $1,847	25 Added 1.54%	1,650 $243,000
Q3 2017 Nov 08, 2017	BUY	$68.93 - $69.27 $112,011 - $112,563	1,625	1,625 $225,000

Others Institutions Holding IYJ

# of Institutions

339

Shares Held

6.54M

Call Options Held

35.9K

Put Options Held

11.8K

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About ISHARES TR

Ticker IYJ
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Bdo Wealth Advisors, LLC Ishares Tr Transaction History