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 $67,993. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,497

Previous 1,497 -0.0%

Holding current value

$67,993

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

317

Shares Held

14.7M

Call Options Held

8.6K

Put Options Held

View Full List

About ISHARES TR

Ticker IYE
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Ishares Tr Transaction History