Bdo Wealth Advisors, LLC Ishares Barclays 3 7 Yr Treas Transaction History

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 1,200 shares of IEI stock, worth $141,312. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,200
Previous 1,200 -0.0%
Holding current value
$141,312
Previous $141,000 2.13%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 09, 2023
SELL
$113.55 - $118.41 $408,780 - $426,276
-3,600 Reduced 75.0%
1,200 $141,000
Q4 2022

Jan 27, 2023
BUY
$112.33 - $116.76 $539,184 - $560,448
4,800 New
4,800 $0
Q2 2022

Aug 25, 2022
SELL
$116.23 - $121.42 $581 - $607
-5 Closed
0 $0
Q1 2022

May 06, 2022
SELL
$121.42 - $128.17 $16,998 - $17,943
-140 Reduced 96.55%
5 $1,000
Q4 2021

Feb 11, 2022
SELL
$128.19 - $130.42 $512 - $521
-4 Reduced 2.68%
145 $19,000
Q2 2021

Sep 03, 2021
SELL
$129.78 - $131.28 $25,956 - $26,256
-200 Reduced 57.31%
149 $19,000
Q1 2021

May 14, 2021
SELL
$129.89 - $133.02 $628,797 - $643,949
-4,841 Reduced 93.28%
349 $45,000
Q4 2020

Feb 12, 2021
SELL
$132.44 - $133.52 $9,668 - $9,746
-73 Reduced 1.39%
5,190 $690,000
Q3 2020

Nov 12, 2020
SELL
$133.35 - $134.1 $35,871 - $36,072
-269 Reduced 4.86%
5,263 $703,000
Q2 2020

Aug 14, 2020
BUY
$132.55 - $133.72 $41,488 - $41,854
313 Added 6.0%
5,532 $740,000
Q1 2020

May 15, 2020
SELL
$125.97 - $133.34 $344,527 - $364,684
-2,735 Reduced 34.39%
5,219 $696,000
Q4 2019

Feb 14, 2020
BUY
$125.41 - $127.8 $428,902 - $437,076
3,420 Added 75.43%
7,954 $1 Million
Q3 2019

Nov 12, 2019
BUY
$125.52 - $127.0 $569,107 - $575,818
4,534 New
4,534 $575,000

Others Institutions Holding IEI

# of Institutions
799
Shares Held
103M
Call Options Held
1.17M
Put Options Held
529K
View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

IEI Quotes by TradingView
  • Ticker IEI
  • Sector ETFs
  • Industry ETFs
More about IEI
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