Bdo Wealth Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 12,325 shares of SLQD stock, worth $613,168. This represents 0.07% of its overall portfolio holdings.

Number of Shares

12,325

Previous 12,475 1.2%

Holding current value

$613,168

Previous $604,000 1.66%

% of portfolio

0.07%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$48.08 - $48.64 $7,212 - $7,296	-150 Reduced 1.2%	12,325 $594,000
Q1 2023 May 09, 2023	SELL	$47.6 - $48.55 $9,520 - $9,710	-200 Reduced 1.58%	12,475 $604,000
Q4 2022 Jan 27, 2023	SELL	$46.96 - $48.14 $132,662 - $135,995	-2,825 Reduced 18.23%	12,675 $0
Q1 2022 May 06, 2022	SELL	$49.19 - $51.02 $98,380 - $102,040	-2,000 Reduced 11.43%	15,500 $765,000
Q4 2021 Feb 11, 2022	SELL	$50.99 - $51.69 $5,099 - $5,169	-100 Reduced 0.57%	17,500 $893,000
Q1 2021 May 14, 2021	SELL	$51.61 - $52.18 $30,966 - $31,308	-600 Reduced 3.3%	17,600 $911,000
Q4 2020 Feb 12, 2021	SELL	$51.98 - $52.22 $28,589 - $28,721	-550 Reduced 2.93%	18,200 $950,000
Q3 2020 Nov 12, 2020	SELL	$52.04 - $52.29 $13,010 - $13,072	-250 Reduced 1.32%	18,750 $977,000
Q2 2020 Aug 14, 2020	SELL	$49.8 - $52.12 $4,980 - $5,212	-100 Reduced 0.52%	19,000 $990,000
Q1 2020 May 15, 2020	SELL	$45.15 - $51.71 $50,116 - $57,398	-1,110 Reduced 5.49%	19,100 $958,000
Q4 2019 Feb 14, 2020	BUY	$50.91 - $51.22 $509 - $512	10 Added 0.05%	20,210 $1.03 Million
Q4 2018 Feb 14, 2019	BUY	$49.2 - $49.57 $993,840 - $1 Million	20,200 New	20,200 $1 Million

Others Institutions Holding SLQD

# of Institutions

242

Shares Held

24.7M

Call Options Held

Put Options Held

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About ISHARES 0-5 YEAR INVESTMENT GR

Ticker SLQD
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Bdo Wealth Advisors, LLC Ishares 0 5 Year Investment Gr Transaction History