Bdo Wealth Advisors, LLC Ishares Tr Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 1,497 shares of IYE stock, worth $68,308. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,497

Previous 1,497 -0.0%

Holding current value

$68,308

Previous $65,000 1.54%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	BUY	$40.63 - $49.07 $14,504 - $17,517	357 Added 31.32%	1,497 $65,000
Q2 2021 Sep 03, 2021	SELL	$25.2 - $30.0 $504 - $600	-20 Reduced 1.72%	1,140 $33,000
Q1 2021 May 14, 2021	BUY	$20.29 - $28.47 $405 - $569	20 Added 1.75%	1,160 $30,000
Q3 2020 Nov 12, 2020	SELL	$15.96 - $20.59 $2,713 - $3,500	-170 Reduced 12.98%	1,140 $18,000
Q2 2020 Aug 14, 2020	SELL	$14.58 - $24.77 $10,935 - $18,577	-750 Reduced 36.41%	1,310 $26,000
Q1 2020 May 15, 2020	BUY	$12.58 - $32.54 $18,870 - $48,810	1,500 Added 267.86%	2,060 $32,000
Q1 2019 May 15, 2019	SELL	$31.51 - $36.65 $5,514 - $6,413	-175 Reduced 23.81%	560 $20,000
Q3 2017 Nov 08, 2017	BUY	$37.19 - $37.43 $27,334 - $27,511	735	735 $28,000

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

More about IYE

Track This Portfolio

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.

Account

Bdo Wealth Advisors, LLC Ishares Tr Transaction History