BDO WEALTH ADVISORS, LLC – iShares Core S&P Small-Cap ETF Transaction History
BDO WEALTH ADVISORS, LLC portfolio value:
$8.67M
portfolio value
BDO WEALTH ADVISORS, LLC quarter portfolio value change:
-5.65%
quarter
iShares Core S&P Small-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 | $87.19 | 93.85K | |
| Q2 2022 | share | Decrease | -23.76% | -29.24K shares | -4.60M | $92.41 | 93.85K |
| Q1 2022 | share | Increase | +20.18% | 20.67K shares | 1.55M | $107.88 | 123.09K |
| Q4 2021 | share | Increase | +18.72% | 16.14K shares | 2.30M | $114.65 | 102.42K |
| Q3 2021 | share | Decrease | -18.65% | -19.78K shares | -2.56M | $109.19 | 86.28K |
| Q2 2021 | share | Decrease | -2.98% | -3.26K shares | 118K | $112.47 | 106.06K |
| Q1 2021 | share | Increase | +9.49% | 9.47K shares | 2.68M | $107.8 | 109.32K |
| Q4 2020 | share | Increase | +45.49% | 31.21K shares | 4.35M | $91.05 | 99.85K |
| Q3 2020 | share | Increase | +1.93% | 1.30K shares | 222K | $69.39 | 68.63K |
| Q2 2020 | share | Decrease | -1.51% | -1.03K shares | 762K | $67.19 | 67.33K |
| Q1 2020 | share | Increase | +23.15% | 12.85K shares | -819K | $55.01 | 68.36K |
| Q4 2019 | share | Decrease | -14.05% | -9.07K shares | -373K | $81.83 | 55.51K |
| Q3 2019 | share | Increase | +31.39% | 15.43K shares | 1.18M | $75.59 | 64.59K |
| Q2 2019 | share | Increase | +8.53% | 3.86K shares | 354K | $75.74 | 49.15K |
| Q1 2019 | share | Increase | +45.86% | 14.24K shares | 1.34M | $74.4 | 45.29K |
| Q4 2018 | share | Decrease | -5.71% | -1.88K shares | -720K | $66.62 | 31.05K |
| Q3 2018 | share | Increase | +6.82% | 2.10K shares | 300K | $83.46 | 32.93K |
| Q2 2018 | share | Increase | +30.36% | 7.18K shares | 752K | $79.58 | 30.83K |
| Q1 2018 | share | Increase | +22.28% | 4.30K shares | 335K | $73.22 | 23.65K |
| Q4 2017 | share | Increase | +9.67% | 1.70K shares | 177K | $72.8 | 19.34K |
| Q3 2017 | share | Increase | +16.90% | 2.55K shares | 251K | $70.11 | 17.63K |
| Q2 2017 | share | Increase | 0.00% | 15.08K shares | 1.05M | $66.02 | 15.08K |