A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 30 shares of IYR stock, worth $2,624. This represents 0.0% of its overall portfolio holdings.

Number of Shares
30
Previous 30 -0.0%
Holding current value
$2,624
Previous $2,000 -0.0%
% of portfolio
0.0%
Previous 0.0%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2022

Aug 25, 2022

BUY
N/A
30 New
30 $3,000
Q2 2020

Aug 14, 2020

SELL
N/A
-15 Closed
0 $0
Q1 2019

May 15, 2019

SELL
N/A
-11 Reduced 42.31%
15 $1,000
Q2 2018

Aug 27, 2018

SELL
N/A
-404 Reduced 93.95%
26 $2,000
Q1 2018

May 23, 2018

BUY
N/A
430 New
430 $32,000

Others Institutions Holding IYR

About ISHARES TR


  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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.