Avidian Wealth Solutions, LLC Ishares Tr Transaction History

Avidian Wealth Solutions, LLC

  • $2.18 Billion
  • Q1 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 7,286 shares of HYG stock, worth $579,747. This represents 0.03% of its overall portfolio holdings.

Number of Shares
7,286
Previous 7,262 0.33%
Holding current value
$579,747
Previous $571,000 0.53%
% of portfolio
0.03%
Previous 0.03%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
$78.51 - $80.11 $1,884 - $1,922
24 Added 0.33%
7,286 $574,000
Q4 2024

Jan 29, 2025
BUY
$78.09 - $80.04 $106,983 - $109,654
1,370 Added 23.25%
7,262 $571,000
Q3 2024

Oct 30, 2024
BUY
$76.72 - $80.36 $2,761 - $2,892
36 Added 0.61%
5,892 $473,000
Q2 2024

Aug 06, 2024
BUY
$75.68 - $77.45 $2,648 - $2,710
35 Added 0.6%
5,856 $451,000
Q1 2024

May 03, 2024
BUY
$76.57 - $77.9 $74,885 - $76,186
978 Added 20.19%
5,821 $452,000
Q4 2023

Feb 06, 2024
BUY
$71.78 - $77.94 $40,053 - $43,490
558 Added 13.02%
4,843 $374,000
Q3 2023

Oct 13, 2023
BUY
$73.48 - $75.65 $18,590 - $19,139
253 Added 6.27%
4,285 $315,000
Q2 2023

Aug 03, 2023
BUY
$73.57 - $75.42 $296,634 - $304,093
4,032 New
4,032 $302,000
Q1 2022

May 10, 2022
SELL
$79.97 - $86.97 $204,003 - $221,860
-2,551 Closed
0 $0
Q4 2021

Feb 14, 2022
BUY
$85.37 - $87.5 $217,778 - $223,212
2,551 New
2,551 $222,000
Q3 2021

Nov 10, 2021
SELL
$86.98 - $88.14 $299,211 - $303,201
-3,440 Closed
0 $0
Q2 2021

Aug 09, 2021
SELL
$86.61 - $88.04 $787,804 - $800,811
-9,096 Reduced 72.56%
3,440 $303,000
Q1 2021

May 05, 2021
SELL
$85.73 - $87.78 $326,545 - $334,354
-3,809 Reduced 23.3%
12,536 $1.09 Million
Q4 2020

Feb 09, 2021
BUY
$83.46 - $87.3 $1.08 Million - $1.13 Million
12,924 Added 377.78%
16,345 $1.43 Million
Q3 2020

Feb 03, 2021
BUY
$81.53 - $85.39 $278,914 - $292,119
3,421 New
3,421 $287,000
Q3 2020

Nov 06, 2020
SELL
$81.53 - $85.39 $246,872 - $258,560
-3,028 Closed
0 $0
Q2 2020

Aug 10, 2020
BUY
$73.55 - $84.56 $222,709 - $256,047
3,028 New
3,028 $247,000

Others Institutions Holding HYG

# of Institutions
1,184
Shares Held
247M
Call Options Held
110M
Put Options Held
513M
View Full List

About ISHARES TR

HYG Quotes by TradingView
  • Ticker HYG
  • Sector ETFs
  • Industry ETFs
More about HYG
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email