Avidian Wealth Solutions, LLC Ishares Tr Transaction History

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 2,392 shares of DVY stock, worth $337,774. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,392
Previous 2,204 8.53%
Holding current value
$337,774
Previous $295,000 7.46%
% of portfolio
0.01%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
BUY
$118.37 - $134.86 $22,253 - $25,353
188 Added 8.53%
2,392 $317,000
Q1 2025

Apr 25, 2025
BUY
$128.58 - $138.1 $15,172 - $16,295
118 Added 5.66%
2,204 $295,000
Q4 2024

Jan 29, 2025
BUY
$129.55 - $143.41 $388 - $430
3 Added 0.14%
2,086 $273,000
Q3 2024

Oct 30, 2024
BUY
$119.99 - $135.74 $479 - $542
4 Added 0.19%
2,083 $281,000
Q2 2024

Aug 06, 2024
BUY
$115.73 - $125.75 $347 - $377
3 Added 0.14%
2,079 $251,000
Q1 2024

May 03, 2024
BUY
$113.31 - $123.18 $226 - $246
2 Added 0.1%
2,076 $255,000
Q4 2023

Feb 06, 2024
BUY
$102.97 - $119.06 $823 - $952
8 Added 0.39%
2,074 $243,000
Q2 2023

Aug 03, 2023
SELL
$108.5 - $119.27 $297,941 - $327,515
-2,746 Reduced 57.07%
2,066 $234,000
Q1 2023

May 08, 2023
BUY
$110.68 - $126.38 $228,443 - $260,848
2,064 Added 75.11%
4,812 $563,000
Q4 2022

Feb 06, 2023
BUY
$107.39 - $125.5 $295,107 - $344,874
2,748 New
2,748 $331,000
Q2 2020

Aug 10, 2020
SELL
$69.37 - $91.69 $232,528 - $307,344
-3,352 Closed
0 $0
Q1 2020

Apr 22, 2020
BUY
$62.67 - $107.3 $313 - $536
5 Added 0.15%
3,352 $247,000
Q4 2019

Feb 13, 2020
BUY
$98.25 - $105.76 $294 - $317
3 Added 0.09%
3,347 $354,000
Q3 2019

Nov 14, 2019
BUY
$100.87 - $103.22 $337,309 - $345,167
3,344 New
3,344 $341,000

Others Institutions Holding DVY

# of Institutions
1,470
Shares Held
72.3M
Call Options Held
1.13M
Put Options Held
114K
View Full List

About ISHARES TR

DVY Quotes by TradingView
  • Ticker DVY
  • Sector ETFs
  • Industry ETFs
More about DVY
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