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 $138,408. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,200

Previous 1,200 -0.0%

Holding current value

$138,408

Previous $141,000 2.13%

% of portfolio

0.02%

Previous 0.02%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

777

Shares Held

94.6M

Call Options Held

174K

Put Options Held

56.1K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

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