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 581 shares of IYM stock, worth $78,655. This represents 0.01% of its overall portfolio holdings.

Number of Shares

581

Previous 581 -0.0%

Holding current value

$78,655

Previous $76,000 1.32%

% of portfolio

0.01%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 09, 2023	SELL	$124.32 - $140.43 $1.02 Million - $1.15 Million	-8,175 Reduced 93.36%	581 $76,000
Q4 2022 Jan 27, 2023	BUY	$109.29 - $133.88 $109 - $133	1 Added 0.01%	8,756 $0
Q3 2022 Nov 02, 2022	BUY	$106.58 - $130.61 $319 - $391	3 Added 0.03%	8,755 $947,000
Q2 2022 Aug 25, 2022	BUY	$117.72 - $154.02 $661,233 - $865,130	5,617 Added 179.17%	8,752 $1.03 Million
Q1 2022 May 06, 2022	BUY	$128.72 - $151.73 $39,903 - $47,036	310 Added 10.97%	3,135 $469,000
Q3 2021 Nov 09, 2021	BUY	$122.85 - $135.99 $27,641 - $30,597	225 Added 8.65%	2,825 $352,000
Q2 2021 Sep 03, 2021	SELL	$126.01 - $141.25 $12,601 - $14,125	-100 Reduced 3.7%	2,600 $339,000
Q1 2021 May 14, 2021	BUY	$111.16 - $126.89 $120,608 - $137,675	1,085 Added 67.18%	2,700 $339,000
Q4 2020 Feb 12, 2021	SELL	$95.24 - $113.41 $19,048 - $22,682	-200 Reduced 11.02%	1,615 $183,000
Q3 2020 Nov 12, 2020	SELL	$89.06 - $104.94 $15,763 - $18,574	-177 Reduced 8.89%	1,815 $179,000
Q2 2020 Aug 14, 2020	SELL	$65.8 - $95.31 $9,870 - $14,296	-150 Reduced 7.0%	1,992 $178,000
Q1 2020 May 15, 2020	BUY	$59.63 - $96.97 $10,554 - $17,163	177 Added 9.01%	2,142 $148,000
Q4 2019 Feb 14, 2020	SELL	$87.15 - $97.94 $4,357 - $4,897	-50 Reduced 2.48%	1,965 $192,000
Q3 2019 Nov 12, 2019	SELL	$86.44 - $96.34 $5,186 - $5,780	-60 Reduced 2.89%	2,015 $186,000
Q2 2019 Aug 09, 2019	SELL	$84.8 - $96.2 $12,126 - $13,756	-143 Reduced 6.45%	2,075 $197,000
Q1 2018 May 23, 2018	SELL	$94.17 - $108.05 $20,246 - $23,230	-215 Reduced 8.84%	2,218 $213,000
Q3 2017 Nov 08, 2017	BUY	$95.26 - $95.84 $231,767 - $233,178	2,433	2,433 $233,000

Others Institutions Holding IYM

# of Institutions

213

Shares Held

2.51M

Call Options Held

3.9K

Put Options Held

100

View Full List

About ISHARES TR

Ticker IYM
Sector ETFs
Industry Closed-End Fund - Equity

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Bdo Wealth Advisors, LLC Ishares Tr Transaction History