Bdo Wealth Advisors, LLC Ishares Russell Midcap Value E Transaction History

Bdo Wealth Advisors, LLC

  • $867 Million
  • Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 136 shares of IWS stock, worth $18,676. This represents 0.0% of its overall portfolio holdings.

Number of Shares
136
Previous 136 -0.0%
Holding current value
$18,676
Previous $14,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2023

May 09, 2023
BUY
$100.22 - $116.23 $13,629 - $15,807
136 New
136 $14,000
Q4 2021

Feb 11, 2022
SELL
$114.04 - $122.75 $2,052 - $2,209
-18 Closed
0 $0
Q2 2021

Sep 03, 2021
BUY
$110.51 - $117.85 $1,989 - $2,121
18 New
18 $2,000
Q1 2021

May 14, 2021
SELL
$95.27 - $111.97 $7,240 - $8,509
-76 Closed
0 $0
Q4 2020

Feb 12, 2021
BUY
$80.93 - $96.96 $6,150 - $7,368
76 New
76 $7,000
Q3 2020

Nov 12, 2020
SELL
$74.79 - $85.06 $6,207 - $7,059
-83 Closed
0 $0
Q2 2020

Aug 14, 2020
SELL
$59.9 - $85.49 $15,394 - $21,970
-257 Reduced 75.59%
83 $6,000
Q1 2020

May 15, 2020
BUY
$54.38 - $96.81 $15,607 - $27,784
287 Added 541.51%
340 $22,000
Q4 2018

Feb 14, 2019
SELL
$72.26 - $90.19 $144,520 - $180,380
-2,000 Reduced 97.42%
53 $4,000
Q4 2017

Feb 14, 2018
SELL
$85.33 - $89.5 $4,266 - $4,475
-50 Reduced 2.38%
2,053 $183,000
Q3 2017

Nov 08, 2017
BUY
$84.38 - $84.93 $177,451 - $178,607
2,103
2,103 $179,000

Others Institutions Holding IWS

# of Institutions
1,057
Shares Held
93.6M
Call Options Held
14.6K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
Track This Portfolio

Track Bdo Wealth Advisors, LLC Portfolio

Follow Bdo Wealth Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Bdo Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Bdo Wealth Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email