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 947 shares of IYF stock, worth $109,208. This represents 0.01% of its overall portfolio holdings.

Number of Shares
947
Previous 947 -0.0%
Holding current value
$109,208
Previous $67,000 4.48%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 09, 2023
SELL
$68.23 - $82.05 $7,709 - $9,271
-113 Reduced 10.66%
947 $67,000
Q4 2020

Feb 12, 2021
BUY
$55.06 - $66.77 $30,558 - $37,057
555 Added 109.9%
1,060 $71,000
Q2 2020

Aug 14, 2020
SELL
$45.62 - $62.0 $6,843 - $9,300
-150 Reduced 22.9%
505 $56,000
Q1 2020

May 15, 2020
BUY
$41.18 - $71.71 $6,177 - $10,756
150 Added 29.7%
655 $64,000
Q1 2019

May 15, 2019
SELL
N/A
-100 Reduced 16.53%
505 $60,000
Q3 2017

Nov 08, 2017
BUY
N/A
605
605 $68,000

Others Institutions Holding IYF

# of Institutions
408
Shares Held
18M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

IYF Quotes by TradingView
  • Ticker IYF
  • Sector ETFs
  • Industry ETFs
More about IYF
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