Bdo Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 9,718 shares of IWP stock, worth $1.39 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

9,718

Previous 14,424 32.63%

Holding current value

$1.39 Million

Previous $1.31 Million 28.48%

% of portfolio

0.11%

Previous 0.16%

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$87.72 - $96.63 $412,810 - $454,740	-4,706 Reduced 32.63%	9,718 $939,000
Q1 2023 May 09, 2023	SELL	$82.89 - $94.68 $191,890 - $219,184	-2,315 Reduced 13.83%	14,424 $1.31 Million
Q4 2022 Jan 27, 2023	SELL	$77.4 - $89.88 $30,882 - $35,862	-399 Reduced 2.33%	16,739 $0
Q3 2022 Nov 02, 2022	SELL	$78.02 - $94.38 $91,205 - $110,330	-1,169 Reduced 6.39%	17,138 $1.34 Million
Q2 2022 Aug 25, 2022	SELL	$75.41 - $102.47 $1,131 - $1,537	-15 Reduced 0.08%	18,307 $1.45 Million
Q1 2022 May 06, 2022	SELL	$89.52 - $114.03 $9,668 - $12,315	-108 Reduced 0.59%	18,322 $1.84 Million
Q4 2021 Feb 11, 2022	SELL	$109.8 - $123.28 $457,536 - $513,707	-4,167 Reduced 18.44%	18,430 $2.12 Million
Q3 2021 Nov 09, 2021	SELL	$109.39 - $119.47 $101,842 - $111,226	-931 Reduced 3.96%	22,597 $2.53 Million
Q2 2021 Sep 03, 2021	BUY	$99.98 - $113.73 $2,199 - $2,502	22 Added 0.09%	23,528 $2.66 Million
Q1 2021 May 14, 2021	SELL	$96.94 - $112.05 $178,757 - $206,620	-1,844 Reduced 7.27%	23,506 $2.4 Million
Q4 2020 Feb 12, 2021	BUY	$86.54 - $104.78 $1.09 Million - $1.32 Million	12,603 Added 98.87%	25,350 $2.6 Million
Q3 2020 Nov 12, 2020	SELL	$79.56 - $90.13 $20,526 - $23,253	-258 Reduced 1.98%	12,747 $2.2 Million
Q2 2020 Aug 14, 2020	BUY	$57.59 - $81.27 $120,017 - $169,366	2,084 Added 19.08%	13,005 $2.06 Million
Q1 2020 May 15, 2020	BUY	$52.32 - $81.58 $30,345 - $47,316	580 Added 5.61%	10,921 $1.33 Million
Q4 2019 Feb 14, 2020	BUY	$68.8 - $76.63 $116,891 - $130,194	1,699 Added 19.66%	10,341 $1.58 Million
Q3 2019 Nov 12, 2019	BUY	$70.16 - $72.24 $12,137 - $12,497	173 Added 2.04%	8,642 $1.22 Million
Q2 2019 Aug 09, 2019	BUY	N/A	227 Added 2.75%	8,469 $1.21 Million
Q1 2019 May 15, 2019	SELL	N/A	-4,248 Reduced 34.01%	8,242 $1.12 Million
Q4 2018 Feb 14, 2019	BUY	N/A	11,920 Added 2091.23%	12,490 $1.42 Million
Q2 2018 Aug 27, 2018	SELL	N/A	-15 Reduced 2.56%	570 $72,000
Q1 2018 May 23, 2018	BUY	N/A	15 Added 2.63%	585 $72,000
Q3 2017 Nov 08, 2017	BUY	N/A	570	570 $65,000

Others Institutions Holding IWP

# of Institutions

1,310

Shares Held

117M

Call Options Held

196K

Put Options Held

340K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

Ticker IWP
Sector ETFs
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Bdo Wealth Advisors, LLC Ishares Russell Mid Cap Growth Transaction History