Bdo Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 10,311 shares of IJK stock, worth $949,230. This represents 0.09% of its overall portfolio holdings.

Number of Shares

10,311

Previous 10,308 0.03%

Holding current value

$949,230

Previous $737,000 4.88%

% of portfolio

0.09%

Previous 0.09%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	BUY	$69.13 - $75.0 $207 - $225	3 Added 0.03%	10,311 $773,000
Q1 2023 May 09, 2023	BUY	$67.77 - $74.78 $203 - $224	3 Added 0.03%	10,308 $737,000
Q4 2022 Jan 27, 2023	BUY	$63.9 - $72.95 $2,811 - $3,209	44 Added 0.43%	10,305 $0
Q3 2022 Nov 02, 2022	BUY	$62.35 - $75.79 $311 - $378	5 Added 0.05%	10,261 $647,000
Q2 2022 Aug 25, 2022	SELL	$61.85 - $78.06 $8,473 - $10,694	-137 Reduced 1.32%	10,256 $654,000
Q1 2022 May 06, 2022	BUY	$72.34 - $85.19 $217 - $255	3 Added 0.03%	10,393 $803,000
Q4 2021 Feb 11, 2022	BUY	$79.13 - $87.9 $158 - $175	2 Added 0.02%	10,390 $886,000
Q3 2021 Nov 09, 2021	SELL	$77.71 - $83.6 $27,043 - $29,092	-348 Reduced 3.24%	10,388 $823,000
Q2 2021 Sep 03, 2021	SELL	$77.05 - $83.36 $1,849 - $2,000	-24 Reduced 0.22%	10,736 $869,000
Q1 2021 May 14, 2021	SELL	$71.22 - $80.18 $283,598 - $319,276	-3,982 Reduced 27.01%	10,760 $843,000
Q4 2020 Feb 12, 2021	BUY	$60.53 - $72.82 $661,471 - $795,776	10,928 Added 286.52%	14,742 $1.07 Million
Q3 2020 Nov 12, 2020	BUY	$55.44 - $62.69 $13,194 - $14,920	238 Added 6.66%	3,814 $912,000
Q2 2020 Aug 14, 2020	SELL	$41.56 - $59.34 $18,037 - $25,753	-434 Reduced 10.82%	3,576 $801,000
Q1 2020 May 15, 2020	SELL	$37.62 - $61.93 $39,538 - $65,088	-1,051 Reduced 20.77%	4,010 $716,000
Q4 2019 Feb 14, 2020	SELL	$54.21 - $59.65 $59,305 - $65,257	-1,094 Reduced 17.77%	5,061 $1.21 Million
Q3 2019 Nov 12, 2019	SELL	$55.64 - $57.01 $77,673 - $79,585	-1,396 Reduced 18.49%	6,155 $1.38 Million
Q2 2019 Aug 09, 2019	SELL	N/A	-949 Reduced 11.16%	7,551 $1.71 Million
Q1 2019 May 15, 2019	SELL	N/A	-2,417 Reduced 22.14%	8,500 $1.86 Million
Q4 2018 Feb 14, 2019	SELL	N/A	-716 Reduced 6.15%	10,917 $2.09 Million
Q3 2018 Nov 07, 2018	BUY	N/A	894 Added 8.32%	11,633 $2.71 Million
Q2 2018 Aug 27, 2018	BUY	N/A	997 Added 10.23%	10,739 $2.41 Million
Q1 2018 May 23, 2018	BUY	N/A	7,279 Added 295.53%	9,742 $2.13 Million
Q4 2017 Feb 14, 2018	BUY	N/A	1,780 Added 260.61%	2,463 $532,000
Q3 2017 Nov 08, 2017	BUY	N/A	683	683 $138,000

Others Institutions Holding IJK

# of Institutions

951

Shares Held

70M

Call Options Held

1.1K

Put Options Held

683

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Ishares S&P Midcap 400 Growth Transaction History