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 $141,516. This represents 0.02% of its overall portfolio holdings.

Number of Shares

1,200

Previous 1,200 -0.0%

Holding current value

$141,516

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

728

Shares Held

85.7M

Call Options Held

144K

Put Options Held

1.79M

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
Sector ETFs
Industry ETFs

More about IEI

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.

Account

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