BDO WEALTH ADVISORS, LLC – iShares Core S&P Mid-Cap ETF Transaction History
BDO WEALTH ADVISORS, LLC portfolio value:
$31.28M
portfolio value
BDO WEALTH ADVISORS, LLC quarter portfolio value change:
-3.08%
quarter
iShares Core S&P Mid-Cap ETF 13F transactions
| Quarter | Transaction type | Change | Relative change | Absolute change | Change value | Avg. price | Shares |
|---|---|---|---|---|---|---|---|
| Q3 2022 | share | 0.00% | 0 shares | 0 | $219.26 | 138.28K | |
| Q2 2022 | share | Increase | +0.29% | 395 shares | -5.71M | $226.23 | 138.28K |
| Q1 2022 | share | Increase | +5.69% | 7.42K shares | 70K | $268.34 | 137.89K |
| Q4 2021 | share | Increase | +0.24% | 317 shares | 2.69M | $282.78 | 130.46K |
| Q3 2021 | share | Increase | +4.11% | 5.14K shares | 645K | $263.07 | 130.14K |
| Q2 2021 | share | Increase | +2.93% | 3.56K shares | 1.98M | $267.76 | 125.00K |
| Q1 2021 | share | Increase | +4.50% | 5.23K shares | 4.90M | $258.63 | 121.44K |
| Q4 2020 | share | Increase | +6.62% | 7.21K shares | 6.51M | $227.78 | 116.20K |
| Q3 2020 | share | Increase | +1.28% | 1.37K shares | 1.06M | $183.12 | 108.98K |
| Q2 2020 | share | Increase | +4.81% | 4.93K shares | 4.36M | $174.9 | 107.61K |
| Q1 2020 | share | Increase | +17.60% | 15.37K shares | -3.19M | $140.98 | 102.67K |
| Q4 2019 | share | Decrease | -2.04% | -1.81K shares | 748K | $200.54 | 87.30K |
| Q3 2019 | share | Increase | +8.97% | 7.33K shares | 1.33M | $187.44 | 89.12K |
| Q2 2019 | share | Increase | +5.92% | 4.57K shares | 1.26M | $187.6 | 81.78K |
| Q1 2019 | share | Increase | +14.66% | 9.87K shares | 3.44M | $182.06 | 77.21K |
| Q4 2018 | share | Increase | +0.10% | 70 shares | -2.35M | $159.03 | 67.33K |
| Q3 2018 | share | Decrease | -1.32% | -900 shares | 263K | $192.24 | 67.26K |
| Q2 2018 | share | Increase | +6.09% | 3.91K shares | 1.22M | $185.25 | 68.16K |
| Q1 2018 | share | Decrease | -9.93% | -7.08K shares | -1.48M | $177.62 | 64.25K |
| Q4 2017 | share | Decrease | -3.82% | -2.83K shares | 270K | $179.04 | 71.34K |
| Q3 2017 | share | Decrease | -3.17% | -2.42K shares | -55K | $168.34 | 74.17K |
| Q2 2017 | share | Increase | 0.00% | 76.60K shares | 13.32M | $163.1 | 76.60K |