Avidian Wealth Solutions, LLC Ishares Tr Transaction History

Avidian Wealth Solutions, LLC

  • $1.98 Billion
  • Q1 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 5,821 shares of HYG stock, worth $450,720. This represents 0.02% of its overall portfolio holdings.

Number of Shares
5,821
Previous 4,843 20.19%
Holding current value
$450,720
Previous $374,000 20.86%
% of portfolio
0.02%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
1,064
Shares Held
239M
Call Options Held
115M
Put Options Held
366M
View Full List

About ISHARES TR

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