Bdo Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History

Bdo Wealth Advisors, LLC

$867 Million
Q2 2023

A detailed history of Bdo Wealth Advisors, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 191 shares of STIP stock, worth $19,768. This represents 0.0% of its overall portfolio holdings.

Number of Shares

191

Previous 395 51.65%

Holding current value

$19,768

Previous $39,000 53.85%

% of portfolio

0.0%

Previous 0.0%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2023 Aug 01, 2023	SELL	$97.43 - $99.5 $19,875 - $20,298	-204 Reduced 51.65%	191 $18,000
Q1 2023 May 09, 2023	BUY	$96.86 - $99.23 $9,686 - $9,923	100 Added 33.9%	395 $39,000
Q4 2022 Jan 27, 2023	BUY	$96.57 - $98.11 $9,657 - $9,811	100 Added 51.28%	295 $0
Q3 2022 Nov 02, 2022	BUY	$96.11 - $102.85 $192 - $205	2 Added 1.04%	195 $19,000
Q2 2022 Aug 25, 2022	SELL	$101.26 - $104.65 $193,912 - $200,404	-1,915 Reduced 90.84%	193 $20,000
Q1 2022 May 06, 2022	BUY	$103.82 - $106.76 $16,403 - $16,868	158 Added 8.1%	2,108 $221,000
Q4 2021 Feb 11, 2022	BUY	$105.21 - $107.0 $2,209 - $2,247	21 Added 1.09%	1,950 $207,000
Q3 2021 Nov 09, 2021	BUY	$105.49 - $107.1 $3,903 - $3,962	37 Added 1.96%	1,929 $204,000
Q2 2021 Sep 03, 2021	BUY	$105.46 - $106.88 $2,214 - $2,244	21 Added 1.12%	1,892 $201,000
Q1 2021 May 14, 2021	SELL	$104.53 - $105.92 $5,749 - $5,825	-55 Reduced 2.86%	1,871 $198,000
Q4 2020 Feb 12, 2021	BUY	$103.06 - $104.43 $1,752 - $1,775	17 Added 0.89%	1,926 $201,000
Q2 2020 Aug 14, 2020	BUY	$99.85 - $102.42 $898 - $921	9 Added 0.47%	1,909 $195,000
Q1 2020 May 15, 2020	SELL	$96.7 - $102.1 $3,868 - $4,084	-40 Reduced 2.06%	1,900 $190,000
Q4 2019 Feb 14, 2020	BUY	$99.88 - $100.71 $4,294 - $4,330	43 Added 2.27%	1,940 $195,000
Q3 2019 Nov 12, 2019	BUY	$99.87 - $100.5 $185,358 - $186,528	1,856 Added 4526.83%	1,897 $190,000
Q2 2019 Aug 09, 2019	SELL	$99.61 - $100.65 $3,984 - $4,026	-40 Reduced 49.38%	41 $4,000
Q1 2019 May 15, 2019	SELL	$98.04 - $99.75 $1,960 - $1,995	-20 Reduced 19.8%	81 $8,000
Q2 2018 Aug 27, 2018	BUY	$99.2 - $99.99 $10,019 - $10,098	101 New	101 $10,000

Others Institutions Holding STIP

# of Institutions

841

Shares Held

76.9M

Call Options Held

4.5K

Put Options Held

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

Ticker STIP
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Bdo Wealth Advisors, LLC Ishares Barclays 0 5 Year Tips Transaction History