Bdo Wealth Advisors, LLC Ishares Tr U S Utils ETF Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 2,927 shares of IDU stock, worth $290,738. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,927

Previous 2,927 -0.0%

Holding current value

$290,738

Previous $245,000 2.45%

% of portfolio

0.03%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	SELL	$78.76 - $88.37 $78 - $88	-1 Reduced 0.03%	2,927 $245,000
Q4 2021 Feb 11, 2022	SELL	$79.02 - $88.43 $237 - $265	-3 Reduced 0.1%	2,928 $259,000
Q3 2021 Nov 09, 2021	BUY	$78.65 - $86.24 $19,662 - $21,560	250 Added 9.32%	2,931 $231,000
Q2 2021 Sep 03, 2021	SELL	$78.5 - $83.84 $4,710 - $5,030	-60 Reduced 2.19%	2,681 $210,000
Q1 2021 May 14, 2021	SELL	$72.46 - $79.63 $2,536 - $2,787	-35 Reduced 1.26%	2,741 $218,000
Q4 2020 Feb 12, 2021	BUY	$73.61 - $82.19 $99,226 - $110,792	1,348 Added 94.4%	2,776 $215,000
Q3 2020 Nov 12, 2020	SELL	$70.19 - $76.14 $11,581 - $12,563	-165 Reduced 10.36%	1,428 $209,000
Q2 2020 Aug 14, 2020	SELL	$64.5 - $78.05 $11,739 - $14,205	-182 Reduced 10.25%	1,593 $223,000
Q1 2020 May 15, 2020	BUY	$56.5 - $88.53 $3,672 - $5,754	65 Added 3.8%	1,775 $245,000
Q4 2019 Feb 14, 2020	BUY	$77.06 - $81.5 $2,311 - $2,445	30 Added 1.79%	1,710 $277,000
Q3 2019 Nov 12, 2019	SELL	$74.74 - $81.66 $3,736 - $4,083	-50 Reduced 2.89%	1,680 $274,000
Q2 2019 Aug 09, 2019	BUY	$72.15 - $77.08 $1,803 - $1,927	25 Added 1.47%	1,730 $261,000
Q1 2019 May 15, 2019	BUY	$65.82 - $74.61 $16,455 - $18,652	250 Added 17.18%	1,705 $251,000
Q3 2018 Nov 07, 2018	BUY	$65.43 - $69.3 $7,197 - $7,623	110 Added 8.18%	1,455 $195,000
Q1 2018 May 23, 2018	SELL	$59.97 - $65.92 $30,284 - $33,289	-505 Reduced 27.3%	1,345 $171,000
Q4 2017 Feb 14, 2018	SELL	$65.78 - $71.11 $1,644 - $1,777	-25 Reduced 1.33%	1,850 $246,000
Q3 2017 Nov 08, 2017	BUY	$66.38 - $67.19 $124,462 - $125,981	1,875	1,875 $249,000

Others Institutions Holding IDU

# of Institutions

299

Shares Held

6.79M

Call Options Held

Put Options Held

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About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Ishares Tr U S Utils ETF Transaction History