Bdo Wealth Advisors, LLC Ishares U.S. Consumer Staples Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 445 shares of IYK stock, worth $30,486. This represents 0.01% of its overall portfolio holdings.

Number of Shares

445

Previous 445 -0.0%

Holding current value

$30,486

Previous $88,000 1.14%

% of portfolio

0.01%

Previous 0.01%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	SELL	$190.43 - $204.74 $952 - $1,023	-5 Reduced 1.11%	445 $88,000
Q2 2021 Sep 03, 2021	SELL	$175.59 - $184.13 $10,535 - $11,047	-60 Reduced 11.76%	450 $83,000
Q1 2021 May 14, 2021	BUY	$165.4 - $181.87 $9,924 - $10,912	60 Added 13.33%	510 $90,000
Q4 2019 Feb 14, 2020	SELL	$123.25 - $133.8 $1,848 - $2,007	-15 Reduced 3.23%	450 $60,000
Q2 2019 Aug 09, 2019	SELL	$115.24 - $123.53 $20,167 - $21,617	-175 Reduced 27.34%	465 $56,000
Q1 2018 May 23, 2018	SELL	$115.42 - $130.64 $5,771 - $6,531	-50 Reduced 7.25%	640 $76,000
Q3 2017 Nov 08, 2017	BUY	$120.33 - $120.99 $83,027 - $83,483	690	690 $83,000

Others Institutions Holding IYK

# of Institutions

260

Shares Held

9.8M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

Track This Portfolio

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.

Account

Bdo Wealth Advisors, LLC Ishares U.S. Consumer Staples Transaction History