Avidian Wealth Solutions, LLC Ishares Barclays Transaction History

Avidian Wealth Solutions, LLC

$2.18 Billion
Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Barclays stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 6,172 shares of IEF stock, worth $592,944. This represents 0.03% of its overall portfolio holdings.

Number of Shares

6,172

Previous 5,103 20.95%

Holding current value

$592,944

Previous $471,000 24.84%

% of portfolio

0.03%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$91.17 - $95.39 $97,460 - $101,971	1,069 Added 20.95%	6,172 $588,000
Q4 2024 Jan 29, 2025	BUY	$92.08 - $98.18 $49,446 - $52,722	537 Added 11.76%	5,103 $471,000
Q3 2024 Oct 30, 2024	SELL	$92.67 - $99.14 $64,034 - $68,505	-691 Reduced 13.14%	4,566 $448,000
Q2 2024 Aug 06, 2024	BUY	$91.24 - $94.6 $9,215 - $9,554	101 Added 1.96%	5,257 $492,000
Q1 2024 May 03, 2024	BUY	$93.54 - $96.82 $7,763 - $8,036	83 Added 1.64%	5,156 $488,000
Q4 2023 Feb 06, 2024	SELL	$88.95 - $97.0 $160,999 - $175,570	-1,810 Reduced 26.3%	5,073 $488,000
Q3 2023 Oct 13, 2023	SELL	$91.32 - $97.13 $387,014 - $411,636	-4,238 Reduced 38.11%	6,883 $630,000
Q2 2023 Aug 03, 2023	BUY	$96.39 - $100.48 $233,263 - $243,161	2,420 Added 27.81%	11,121 $1.07 Million
Q1 2023 May 08, 2023	BUY	$94.41 - $100.02 $123,582 - $130,926	1,309 Added 17.71%	8,701 $862,000
Q4 2022 Feb 06, 2023	SELL	$92.93 - $99.14 $4.47 Million - $4.77 Million	-48,146 Reduced 86.69%	7,392 $708,000
Q3 2022 Nov 03, 2022	BUY	$94.56 - $105.6 $4.76 Million - $5.32 Million	50,373 Added 975.28%	55,538 $5.33 Million
Q2 2022 Jul 29, 2022	SELL	$98.15 - $106.65 $564,166 - $613,024	-5,748 Reduced 52.67%	5,165 $528,000
Q1 2022 May 10, 2022	SELL	$106.08 - $113.93 $230,724 - $247,797	-2,175 Reduced 16.62%	10,913 $1.17 Million
Q4 2021 Feb 14, 2022	BUY	$113.55 - $116.36 $1.49 Million - $1.52 Million	13,088 New	13,088 $1.51 Million
Q1 2021 May 05, 2021	SELL	$112.93 - $119.98 $313,606 - $333,184	-2,777 Closed	0 $0
Q4 2020 Feb 09, 2021	BUY	$119.27 - $121.81 $57,607 - $58,834	483 Added 21.05%	2,777 $333,000
Q3 2020 Feb 03, 2021	BUY	$121.18 - $123.06 $277,986 - $282,299	2,294 New	2,294 $279,000
Q3 2020 Nov 06, 2020	SELL	$121.18 - $123.06 $318,703 - $323,647	-2,630 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$119.77 - $122.41 $314,995 - $321,938	2,630 New	2,630 $321,000

Others Institutions Holding IEF

# of Institutions

1,119

Shares Held

284M

Call Options Held

14.3M

Put Options Held

8.91M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Avidian Wealth Solutions, LLC Ishares Barclays Transaction History