Bdo Wealth Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
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 $7.95 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
63,672
Previous 93,544
31.93%
Holding current value
$7.95 Million
Previous $9.05 Million
29.86%
% of portfolio
0.73%
Previous 1.11%
Shares
24 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio