Bdo Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 1,773 shares of IWM stock, worth $434,491. This represents 0.04% of its overall portfolio holdings.

Number of Shares

1,773

Previous 1,798 1.39%

Holding current value

$434,491

Previous $320,000 3.75%

% of portfolio

0.04%

Previous 0.04%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$170.4 - $187.93 $4,260 - $4,698	-25 Reduced 1.39%	1,773 $332,000
Q4 2022 Jan 27, 2023	BUY	$166.81 - $188.05 $8,340 - $9,402	50 Added 2.86%	1,798 $0
Q3 2022 Nov 02, 2022	SELL	$164.17 - $201.07 $34,475 - $42,224	-210 Reduced 10.73%	1,748 $288,000
Q2 2022 Aug 25, 2022	BUY	$163.9 - $207.91 $3,278 - $4,158	20 Added 1.03%	1,958 $332,000
Q1 2022 May 06, 2022	SELL	$191.52 - $225.32 $4,213 - $4,957	-22 Reduced 1.12%	1,938 $398,000
Q4 2021 Feb 11, 2022	BUY	$212.12 - $242.56 $19,302 - $22,072	91 Added 4.87%	1,960 $436,000
Q3 2021 Nov 09, 2021	SELL	$211.73 - $231.39 $31,336 - $34,245	-148 Reduced 7.34%	1,869 $409,000
Q1 2021 May 14, 2021	BUY	$193.5 - $234.42 $2,902 - $3,516	15 Added 0.75%	2,017 $446,000
Q4 2020 Feb 12, 2021	BUY	$152.18 - $199.14 $1,521 - $1,991	10 Added 0.5%	2,002 $393,000
Q3 2020 Nov 12, 2020	SELL	$139.07 - $158.46 $26,562 - $30,265	-191 Reduced 8.75%	1,992 $298,000
Q2 2020 Aug 14, 2020	SELL	$104.62 - $153.09 $98,656 - $144,363	-943 Reduced 30.17%	2,183 $313,000
Q1 2020 May 15, 2020	SELL	$99.9 - $169.53 $75,924 - $128,842	-760 Reduced 19.56%	3,126 $358,000
Q4 2019 Feb 14, 2020	BUY	$146.46 - $166.68 $64,295 - $73,172	439 Added 12.74%	3,886 $644,000
Q3 2019 Nov 12, 2019	SELL	$144.85 - $157.9 $12,457 - $13,579	-86 Reduced 2.43%	3,447 $522,000
Q2 2019 Aug 09, 2019	SELL	$145.86 - $160.71 $12,835 - $14,142	-88 Reduced 2.43%	3,533 $549,000
Q1 2019 May 15, 2019	BUY	$132.25 - $158.24 $296,769 - $355,090	2,244 Added 162.96%	3,621 $554,000
Q2 2018 Aug 27, 2018	BUY	$148.13 - $169.97 $80,730 - $92,633	545 Added 65.5%	1,377 $226,000
Q1 2018 May 23, 2018	SELL	$145.44 - $159.96 $13,816 - $15,196	-95 Reduced 10.25%	832 $126,000
Q4 2017 Feb 14, 2018	SELL	$145.63 - $154.3 $6,553 - $6,943	-45 Reduced 4.63%	927 $141,000
Q3 2017 Nov 08, 2017	BUY	$144.61 - $148.18 $140,560 - $144,030	972	972 $144,000

Others Institutions Holding IWM

# of Institutions

2,954

Shares Held

304M

Call Options Held

284M

Put Options Held

615M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Ishares Russell 2000 ETF Transaction History