A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 63,672 shares of IJR stock, worth $7.87 Million. This represents 0.73% of its overall portfolio holdings.

Number of Shares
63,672
Previous 93,544 31.93%
Holding current value
$7.87 Million
Previous $9.05 Million 29.86%
% of portfolio
0.73%
Previous 1.11%

Shares

24 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 01, 2023

SELL
$91.14 - $99.81 $2.72 Million - $2.98 Million
-29,872 Reduced 31.93%
63,672 $6.34 Million
Q1 2023

May 09, 2023

BUY
$92.27 - $107.68 $22,052 - $25,735
239 Added 0.26%
93,544 $9.05 Million
Q4 2022

Jan 27, 2023

SELL
$89.09 - $102.13 $5.69 Million - $6.52 Million
-63,820 Reduced 40.62%
93,305 $0
Q3 2022

Nov 02, 2022

BUY
$87.04 - $106.5 $5.51 Million - $6.74 Million
63,273 Added 67.42%
157,125 $13.7 Million
Q2 2022

Aug 25, 2022

SELL
$89.03 - $109.02 $2.6 Million - $3.19 Million
-29,246 Reduced 23.76%
93,852 $8.67 Million
Q1 2022

May 06, 2022

BUY
$102.32 - $116.69 $2.11 Million - $2.41 Million
20,670 Added 20.18%
123,098 $13.3 Million
Q4 2021

Feb 11, 2022

BUY
$108.26 - $120.32 $1.75 Million - $1.94 Million
16,148 Added 18.72%
102,428 $11.7 Million
Q3 2021

Nov 09, 2021

SELL
$104.62 - $113.69 $2.07 Million - $2.25 Million
-19,786 Reduced 18.65%
86,280 $9.42 Million
Q2 2021

Sep 03, 2021

SELL
$106.38 - $116.3 $346,798 - $379,138
-3,260 Reduced 2.98%
106,066 $12 Million
Q1 2021

May 14, 2021

BUY
$91.04 - $115.01 $862,604 - $1.09 Million
9,475 Added 9.49%
109,326 $11.9 Million
Q4 2020

Feb 12, 2021

BUY
$71.23 - $92.42 $2.22 Million - $2.89 Million
31,219 Added 45.49%
99,851 $9.18 Million
Q3 2020

Nov 12, 2020

BUY
$65.69 - $75.96 $85,528 - $98,899
1,302 Added 1.93%
68,632 $4.82 Million
Q2 2020

Aug 14, 2020

SELL
$50.99 - $75.55 $52,774 - $78,194
-1,035 Reduced 1.51%
67,330 $4.6 Million
Q1 2020

May 15, 2020

BUY
$49.11 - $85.52 $631,063 - $1.1 Million
12,850 Added 23.15%
68,365 $3.84 Million
Q4 2019

Feb 14, 2020

SELL
$75.05 - $84.14 $681,078 - $763,570
-9,075 Reduced 14.05%
55,515 $4.66 Million
Q3 2019

Nov 12, 2019

BUY
$73.61 - $80.67 $1.14 Million - $1.24 Million
15,432 Added 31.39%
64,590 $5.03 Million
Q2 2019

Aug 09, 2019

BUY
$73.17 - $81.37 $282,728 - $314,413
3,864 Added 8.53%
49,158 $3.85 Million
Q1 2019

May 15, 2019

BUY
$68.34 - $81.18 $973,229 - $1.16 Million
14,241 Added 45.86%
45,294 $3.49 Million
Q4 2018

Feb 14, 2019

SELL
$65.14 - $85.94 $122,528 - $161,653
-1,881 Reduced 5.71%
31,053 $2.15 Million
Q3 2018

Nov 07, 2018

BUY
$84.33 - $90.31 $177,345 - $189,921
2,103 Added 6.82%
32,934 $2.87 Million
Q2 2018

Aug 27, 2018

BUY
$75.25 - $86.64 $540,295 - $622,075
7,180 Added 30.36%
30,831 $2.57 Million
Q1 2018

May 23, 2018

BUY
$73.35 - $80.36 $316,065 - $346,271
4,309 Added 22.28%
23,651 $1.82 Million
Q4 2017

Feb 14, 2018

BUY
$73.06 - $77.74 $124,567 - $132,546
1,705 Added 9.67%
19,342 $1.49 Million
Q3 2017

Nov 08, 2017

BUY
$72.31 - $74.22 $1.28 Million - $1.31 Million
17,637
17,637 $1.31 Million

Others Institutions Holding IJR

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
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