Bdo Wealth Advisors, LLC Ishares Tr Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2020 Aug 14, 2020	SELL	$19.4 - $24.22 $3,045 - $3,802	-157 Closed	0 $0
Q1 2020 May 15, 2020	BUY	$17.43 - $27.44 $2,736 - $4,308	157 New	157 $3,000

Others Institutions Holding INTF

# of Institutions

160

Shares Held

46.4M

Call Options Held

0

Put Options Held

0

Strategic Financial Services, Inc, Utica, NY

8.51M
Shares

$274 Million
14.65% of portfolio
Halbert Hargrove Global Advisors, LLC

3.18M
Shares

$103 Million
5.63% of portfolio
Tolleson Wealth Management, Inc. Dallas, TX

2.52M
Shares

$81.4 Million
14.86% of portfolio
Balasa Dinverno & Foltz LLC Itasca, IL

2.44M
Shares

$78.6 Million
3.22% of portfolio
Clearwater Capital Advisors, LLC

1.83M
Shares

$59 Million
5.43% of portfolio

About ISHARES TR

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