Bdo Wealth Advisors, LLC Ishares Trust Ishares 5 10 Yea Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Sep 03, 2021	SELL	$59.11 - $60.52 $1,773 - $1,815	-30 Closed	0 $0
Q1 2021 May 14, 2021	SELL	$58.97 - $61.74 $5,425 - $5,680	-92 Reduced 75.41%	30 $2,000
Q1 2020 May 15, 2020	SELL	$50.43 - $60.2 $1,260 - $1,505	-25 Reduced 17.01%	122 $7,000
Q4 2019 Feb 14, 2020	BUY	$57.47 - $58.27 $4,137 - $4,195	72 Added 96.0%	147 $9,000
Q3 2019 Nov 12, 2019	SELL	$56.54 - $58.42 $3,957 - $4,089	-70 Reduced 48.28%	75 $4,000
Q1 2019 May 15, 2019	BUY	$52.5 - $55.17 $7,612 - $7,999	145 New	145 $8,000
Q4 2018 Feb 14, 2019	SELL	$52.01 - $52.96 $52,010 - $52,960	-1,000 Closed	0 $0
Q3 2018 Nov 07, 2018	BUY	$52.89 - $53.58 $26,445 - $26,790	500 Added 100.0%	1,000 $53,000
Q1 2018 May 23, 2018	SELL	$53.35 - $54.55 $6,402 - $6,546	-120 Reduced 19.35%	500 $54,000
Q3 2017 Nov 08, 2017	BUY	$55.06 - $55.15 $34,137 - $34,193	620	620 $68,000

Others Institutions Holding IGIB

# of Institutions

640

Shares Held

216M

Call Options Held

36.9K

Put Options Held

400

Financial Engines Advisors L.L.C. Santa Clara, CA

54.5M
Shares

$2.82 Billion
6.01% of portfolio
Prudential PLC London, England, X0

10.8M
Shares

$557 Million
2.95% of portfolio
Northern Trust Corp Chicago, IL

8.45M
Shares

$438 Million
0.08% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

7.44M
Shares

$385 Million
0.08% of portfolio
Japan Science & Technology Agency Tokyo, M0

7.24M
Shares

$375 Million
5.14% of portfolio

About ISHARES TRUST ISHARES 5-10 YEA

Ticker IGIB
Sector ETFs
Industry ETFs

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