Bdo Wealth Advisors, LLC Ishares Russell 1000 Val ETF Transaction History

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 3,627 shares of IWD stock, worth $734,540. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,627
Previous 2,649 36.92%
Holding current value
$734,540
Previous $403,000 41.94%
% of portfolio
0.07%
Previous 0.05%

Shares

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

Aug 01, 2023
BUY
$148.55 - $157.83 $145,281 - $154,357
978 Added 36.92%
3,627 $572,000
Q1 2023

May 09, 2023
SELL
$145.2 - $161.56 $7,405 - $8,239
-51 Reduced 1.89%
2,649 $403,000
Q4 2022

Jan 27, 2023
SELL
$136.78 - $158.99 $5,334 - $6,200
-39 Reduced 1.42%
2,700 $0
Q3 2022

Nov 02, 2022
BUY
$135.99 - $161.15 $9,791 - $11,602
72 Added 2.7%
2,739 $372,000
Q2 2022

Aug 25, 2022
SELL
$140.99 - $168.41 $42,297 - $50,523
-300 Reduced 10.11%
2,667 $387,000
Q1 2022

May 06, 2022
BUY
$157.15 - $170.51 $19,015 - $20,631
121 Added 4.25%
2,967 $492,000
Q4 2021

Feb 11, 2022
BUY
$157.12 - $168.08 $398,299 - $426,082
2,535 Added 815.11%
2,846 $478,000
Q3 2021

Nov 09, 2021
SELL
$154.62 - $164.07 $35,562 - $37,736
-230 Reduced 42.51%
311 $49,000
Q2 2021

Sep 03, 2021
BUY
$152.86 - $162.4 $45,858 - $48,720
300 Added 124.48%
541 $86,000
Q1 2021

May 14, 2021
SELL
$134.89 - $153.0 $43,299 - $49,113
-321 Reduced 57.12%
241 $37,000
Q4 2020

Feb 12, 2021
SELL
$115.84 - $136.73 $238,398 - $281,390
-2,058 Reduced 78.55%
562 $77,000
Q3 2020

Nov 12, 2020
BUY
$111.27 - $124.26 $211,413 - $236,094
1,900 Added 263.89%
2,620 $309,000
Q2 2020

Aug 14, 2020
SELL
$94.52 - $125.14 $166,544 - $220,496
-1,762 Reduced 70.99%
720 $81,000
Q1 2020

May 15, 2020
BUY
$85.17 - $138.52 $169,914 - $276,347
1,995 Added 409.65%
2,482 $246,000
Q4 2019

Feb 14, 2020
SELL
$123.85 - $136.67 $7,554 - $8,336
-61 Reduced 11.13%
487 $66,000
Q2 2019

Aug 09, 2019
BUY
N/A
1 Added 0.18%
548 $70,000
Q4 2018

Feb 14, 2019
BUY
N/A
224 Added 69.35%
547 $61,000
Q3 2018

Nov 07, 2018
SELL
N/A
-398 Reduced 55.2%
323 $41,000
Q2 2018

Aug 27, 2018
SELL
N/A
-77 Reduced 9.65%
721 $87,000
Q1 2018

May 23, 2018
BUY
N/A
396 Added 98.51%
798 $96,000
Q3 2017

Nov 08, 2017
BUY
N/A
402
402 $48,000

Others Institutions Holding IWD

# of Institutions
1,970
Shares Held
267M
Call Options Held
722K
Put Options Held
5.49M
View Full List

About ISHARES RUSSELL 1000 VAL ETF

IWD Quotes by TradingView
  • Ticker IWD
  • Sector ETFs
  • Industry ETFs
More about IWD
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