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 644 shares of IYH stock, worth $38,536. This represents 0.02% of its overall portfolio holdings.

Number of Shares

644

Previous 644 -0.0%

Holding current value

$38,536

Previous $175,000 2.86%

% of portfolio

0.02%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	SELL	$260.66 - $283.72 $5,473 - $5,958	-21 Reduced 3.16%	644 $175,000
Q4 2022 Jan 27, 2023	SELL	$50.9 - $291.18 $1,781 - $10,191	-35 Reduced 5.0%	665 $0
Q3 2022 Nov 02, 2022	BUY	$50.54 - $281.89 $12,635 - $70,472	250 Added 55.56%	700 $177,000
Q1 2021 May 14, 2021	SELL	$239.92 - $258.36 $154,028 - $165,867	-642 Reduced 58.79%	450 $114,000
Q4 2020 Feb 12, 2021	BUY	$219.61 - $245.91 $219 - $245	1 Added 0.09%	1,092 $269,000
Q3 2020 Nov 12, 2020	SELL	$217.29 - $234.25 $26,943 - $29,047	-124 Reduced 10.21%	1,091 $248,000
Q1 2020 May 15, 2020	BUY	$158.63 - $221.56 $19,670 - $27,473	124 Added 11.37%	1,215 $228,000
Q2 2019 Aug 09, 2019	BUY	$180.7 - $197.36 $143,837 - $157,098	796 Added 269.83%	1,091 $213,000
Q1 2018 May 23, 2018	SELL	$169.12 - $192.78 $29,596 - $33,736	-175 Reduced 37.23%	295 $51,000
Q3 2017 Nov 08, 2017	BUY	$170.7 - $171.86 $80,229 - $80,774	470	470 $81,000

Others Institutions Holding IYH

# of Institutions

550

Shares Held

23.5M

Call Options Held

26K

Put Options Held

500

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About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

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Bdo Wealth Advisors, LLC Ishares Tr Transaction History