Bdo Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 127 shares of SUSA stock, worth $17,438. This represents 0.0% of its overall portfolio holdings.

Number of Shares

127

Previous 127 -0.0%

Holding current value

$17,438

Previous $11,000 -0.0%

% of portfolio

0.0%

Previous 0.0%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	SELL	$81.64 - $90.01 $323,620 - $356,799	-3,964 Reduced 96.9%	127 $11,000
Q4 2022 Jan 27, 2023	BUY	$75.77 - $88.09 $985 - $1,145	13 Added 0.32%	4,091 $0
Q3 2022 Nov 02, 2022	BUY	$75.91 - $92.66 $1,138 - $1,389	15 Added 0.37%	4,078 $310,000
Q2 2022 Aug 25, 2022	BUY	$78.1 - $97.98 $624 - $783	8 Added 0.2%	4,063 $328,000
Q1 2022 May 06, 2022	BUY	$89.45 - $106.35 $805 - $957	9 Added 0.22%	4,055 $393,000

Q4 2021 Feb 11, 2022	BUY	$95.76 - $106.67 $766 - $853	8 Added 0.2%	4,046 $430,000
Q3 2021 Nov 09, 2021	BUY	$94.69 - $101.93 $282,176 - $303,751	2,980 Added 281.66%	4,038 $387,000
Q1 2021 May 14, 2021	BUY	$81.34 - $87.82 $86,057 - $92,913	1,058 New	1,058 $93,000
Q4 2018 Feb 14, 2019	SELL	N/A	-1,000 Closed	0 $0
Q3 2017 Nov 08, 2017	BUY	N/A	1,000	1,000 $105,000

Others Institutions Holding SUSA

# of Institutions

559

Shares Held

17.1M

Call Options Held

Put Options Held

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About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Ishares Tr Msci Usa Esg Select Transaction History