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 $7.87 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
Others Institutions Holding IJR
# of Institutions
2,531Shares Held
494MCall Options Held
771KPut Options Held
97.4K-
Northwestern Mutual Wealth Management CO34.9MShares$4.31 Billion3.68% of portfolio
-
Bank Of America Corp Charlotte, NC30.4MShares$3.76 Billion0.29% of portfolio
-
Morgan Stanley New York, NY18.2MShares$2.25 Billion0.15% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.19 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA15.9MShares$1.97 Billion0.42% of portfolio