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 2,021 shares of IYJ stock, worth $288,942. This represents 0.02% of its overall portfolio holdings.

Number of Shares

2,021

Previous 2,021 -0.0%

Holding current value

$288,942

Previous $202,000 5.94%

% of portfolio

0.02%

Previous 0.02%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	SELL	$95.26 - $104.26 $7,906 - $8,653	-83 Reduced 3.94%	2,021 $202,000
Q4 2021 Feb 11, 2022	SELL	$104.49 - $114.29 $313 - $342	-3 Reduced 0.14%	2,104 $237,000
Q3 2021 Nov 09, 2021	SELL	$107.16 - $114.98 $62,688 - $67,263	-585 Reduced 21.73%	2,107 $226,000
Q2 2021 Sep 03, 2021	SELL	$106.5 - $112.79 $20,235 - $21,430	-190 Reduced 6.59%	2,692 $299,000
Q1 2021 May 14, 2021	SELL	$93.24 - $105.87 $18,648 - $21,174	-200 Reduced 6.49%	2,882 $305,000

Q4 2020 Feb 12, 2021	BUY	$81.66 - $97.19 $143,394 - $170,665	1,756 Added 132.43%	3,082 $299,000
Q3 2020 Nov 12, 2020	BUY	$74.42 - $87.03 $1,116 - $1,305	15 Added 1.14%	1,326 $222,000
Q2 2020 Aug 14, 2020	SELL	$58.74 - $81.28 $1,116 - $1,544	-19 Reduced 1.43%	1,311 $198,000
Q1 2020 May 15, 2020	SELL	$52.08 - $87.1 $7,291 - $12,194	-140 Reduced 9.52%	1,330 $165,000
Q4 2019 Feb 14, 2020	BUY	$75.93 - $84.31 $1,518 - $1,686	20 Added 1.38%	1,470 $246,000
Q3 2019 Nov 12, 2019	BUY	$75.18 - $80.81 $23,305 - $25,051	310 Added 27.19%	1,450 $230,000
Q2 2019 Aug 09, 2019	SELL	$73.79 - $79.44 $4,427 - $4,766	-60 Reduced 5.0%	1,140 $180,000
Q1 2019 May 15, 2019	SELL	$62.56 - $76.42 $17,204 - $21,015	-275 Reduced 18.64%	1,200 $182,000
Q4 2018 Feb 14, 2019	SELL	$60.03 - $78.9 $6,003 - $7,890	-100 Reduced 6.35%	1,475 $190,000
Q3 2018 Nov 07, 2018	SELL	$71.72 - $79.5 $8,606 - $9,540	-120 Reduced 7.08%	1,575 $246,000
Q1 2018 May 23, 2018	BUY	$70.82 - $79.05 $3,186 - $3,557	45 Added 2.73%	1,695 $246,000
Q4 2017 Feb 14, 2018	BUY	$69.42 - $73.89 $1,735 - $1,847	25 Added 1.54%	1,650 $243,000
Q3 2017 Nov 08, 2017	BUY	$68.93 - $69.27 $112,011 - $112,563	1,625	1,625 $225,000

Others Institutions Holding IYJ

# of Institutions

344

Shares Held

6.6M

Call Options Held

Put Options Held

View Full List

About ISHARES TR

Ticker IYJ
Sector ETFs
Industry ETFs

More about IYJ

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