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 858,103 shares of IEFA stock, worth $75.5 Million. This represents 6.68% of its overall portfolio holdings.

Number of Shares

858,103

Previous 866,429 0.96%

Holding current value

$75.5 Million

Previous $57.9 Million -0.0%

% of portfolio

6.68%

Previous 7.12%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$66.03 - $69.1 $549,765 - $575,326	-8,326 Reduced 0.96%	858,103 $57.9 Million
Q1 2023 May 09, 2023	BUY	$62.17 - $67.7 $2.09 Million - $2.27 Million	33,570 Added 4.03%	866,429 $57.9 Million
Q4 2022 Jan 27, 2023	SELL	$52.35 - $63.65 $13 Million - $15.8 Million	-248,002 Reduced 22.94%	832,859 $0
Q3 2022 Nov 02, 2022	SELL	$52.32 - $63.1 $1.99 Million - $2.4 Million	-38,042 Reduced 3.4%	1,080,861 $56.9 Million
Q2 2022 Aug 25, 2022	BUY	$57.91 - $70.46 $3.02 Million - $3.68 Million	52,216 Added 4.9%	1,118,903 $65.8 Million
Q1 2022 May 06, 2022	BUY	$63.26 - $75.48 $6.97 Million - $8.31 Million	110,117 Added 11.51%	1,066,687 $74.1 Million
Q4 2021 Feb 11, 2022	SELL	$72.36 - $77.76 $461,150 - $495,564	-6,373 Reduced 0.66%	956,570 $71.4 Million
Q3 2021 Nov 09, 2021	BUY	$72.98 - $78.2 $6.91 Million - $7.4 Million	94,684 Added 10.91%	962,943 $71.5 Million
Q2 2021 Sep 03, 2021	BUY	$73.11 - $77.88 $3.24 Million - $3.46 Million	44,373 Added 5.39%	868,259 $65 Million
Q1 2021 May 14, 2021	BUY	$68.58 - $73.12 $4.51 Million - $4.8 Million	65,703 Added 8.67%	823,886 $59.4 Million
Q4 2020 Feb 12, 2021	BUY	$58.13 - $69.71 $2.74 Million - $3.29 Million	47,134 Added 6.63%	758,183 $52.4 Million
Q3 2020 Nov 12, 2020	BUY	$57.43 - $62.28 $1.66 Million - $1.8 Million	28,852 Added 4.23%	711,049 $42.9 Million
Q2 2020 Aug 14, 2020	BUY	$47.43 - $60.75 $2.89 Million - $3.7 Million	60,878 Added 9.8%	682,197 $39 Million
Q1 2020 May 15, 2020	BUY	$43.31 - $66.12 $13.7 Million - $20.9 Million	315,402 Added 103.1%	621,319 $31 Million
Q4 2019 Feb 14, 2020	SELL	$59.36 - $65.51 $920,792 - $1.02 Million	-15,512 Reduced 4.83%	305,917 $20 Million
Q3 2019 Nov 12, 2019	BUY	$57.44 - $62.42 $3.92 Million - $4.26 Million	68,246 Added 26.96%	321,429 $19.6 Million
Q2 2019 Aug 09, 2019	BUY	$59.39 - $62.73 $2.14 Million - $2.26 Million	36,037 Added 16.6%	253,183 $15.5 Million
Q1 2019 May 15, 2019	BUY	$54.44 - $61.46 $2.17 Million - $2.45 Million	39,880 Added 22.5%	217,146 $13.2 Million
Q4 2018 Feb 14, 2019	SELL	$53.06 - $64.19 $150,690 - $182,299	-2,840 Reduced 1.58%	177,266 $9.75 Million
Q3 2018 Nov 07, 2018	BUY	$61.82 - $65.16 $656,837 - $692,325	10,625 Added 6.27%	180,106 $11.5 Million
Q2 2018 Aug 27, 2018	BUY	$62.74 - $67.79 $1.24 Million - $1.34 Million	19,698 Added 13.15%	169,481 $10.7 Million
Q1 2018 May 23, 2018	BUY	$64.18 - $70.84 $81,059 - $89,470	1,263 Added 0.85%	149,783 $9.87 Million
Q4 2017 Feb 14, 2018	BUY	$64.09 - $66.44 $751,455 - $779,009	11,725 Added 8.57%	148,520 $9.82 Million
Q3 2017 Nov 08, 2017	BUY	$62.19 - $64.17 $8.51 Million - $8.78 Million	136,795	136,795 $8.78 Million

Others Institutions Holding IEFA

# of Institutions

2,365

Shares Held

1.56B

Call Options Held

108K

Put Options Held

37.6K

View Full List

About ISHARES TR

Ticker IEFA
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Bdo Wealth Advisors, LLC Ishares Tr Transaction History