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 1,873,507 shares of IEFA stock, worth $155 Million. This represents 6.5% of its overall portfolio holdings.

Number of Shares

1,873,507

Previous 2,123,981 11.79%

Holding current value

$155 Million

Previous $149 Million 5.05%

% of portfolio

6.5%

Previous 6.93%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	SELL	$69.57 - $78.65 $17.4 Million - $19.7 Million	-250,474 Reduced 11.79%	1,873,507 $142 Million
Q4 2024 Jan 29, 2025	BUY	$70.06 - $77.43 $5.98 Million - $6.6 Million	85,292 Added 4.18%	2,123,981 $149 Million
Q3 2024 Oct 30, 2024	BUY	$70.09 - $78.74 $2.53 Million - $2.84 Million	36,067 Added 1.8%	2,038,689 $159 Million
Q2 2024 Aug 06, 2024	BUY	$70.77 - $76.19 $5.41 Million - $5.83 Million	76,471 Added 3.97%	2,002,622 $145 Million
Q1 2024 May 03, 2024	BUY	$68.14 - $74.43 $25.6 Million - $28 Million	376,146 Added 24.27%	1,926,151 $143 Million
Q4 2023 Feb 06, 2024	BUY	$61.3 - $70.47 $4.15 Million - $4.77 Million	67,688 Added 4.57%	1,550,005 $109 Million
Q3 2023 Oct 13, 2023	BUY	$64.04 - $69.58 $574,887 - $624,619	8,977 Added 0.61%	1,482,317 $95.4 Million
Q2 2023 Aug 03, 2023	SELL	$66.03 - $69.1 $5.9 Million - $6.17 Million	-89,342 Reduced 5.72%	1,473,340 $99.5 Million
Q1 2023 May 08, 2023	BUY	$62.17 - $67.7 $10.6 Million - $11.5 Million	169,773 Added 12.19%	1,562,682 $104 Million
Q4 2022 Feb 06, 2023	SELL	$52.35 - $63.65 $4.1 Million - $4.98 Million	-78,313 Reduced 5.32%	1,392,909 $85.9 Million
Q3 2022 Nov 03, 2022	SELL	$52.32 - $63.1 $10.2 Million - $12.3 Million	-195,020 Reduced 11.7%	1,471,222 $77.5 Million
Q2 2022 Jul 29, 2022	BUY	$57.91 - $70.46 $6.98 Million - $8.49 Million	120,510 Added 7.8%	1,666,242 $98.1 Million
Q1 2022 May 10, 2022	BUY	$63.26 - $75.48 $35.6 Million - $42.4 Million	562,301 Added 57.18%	1,545,732 $107 Million
Q4 2021 Feb 14, 2022	BUY	$72.36 - $77.76 $2.34 Million - $2.52 Million	32,357 Added 3.4%	983,431 $73.4 Million
Q3 2021 Nov 10, 2021	BUY	$72.98 - $78.2 $2.54 Million - $2.73 Million	34,872 Added 3.81%	951,074 $70.6 Million
Q2 2021 Aug 09, 2021	BUY	$73.11 - $77.88 $3.23 Million - $3.44 Million	44,228 Added 5.07%	916,202 $68.6 Million
Q1 2021 May 05, 2021	SELL	$68.58 - $73.12 $18.5 Million - $19.7 Million	-269,864 Reduced 23.63%	871,974 $62.8 Million
Q4 2020 Feb 09, 2021	BUY	$58.13 - $69.71 $17.2 Million - $20.6 Million	295,347 Added 34.89%	1,141,838 $78.9 Million
Q3 2020 Nov 06, 2020	BUY	$57.43 - $62.28 $9.41 Million - $10.2 Million	163,926 Added 24.02%	846,491 $51 Million
Q2 2020 Aug 10, 2020	BUY	$47.43 - $60.75 $5.95 Million - $7.62 Million	125,428 Added 22.51%	682,565 $39 Million
Q1 2020 Apr 22, 2020	SELL	$43.31 - $66.12 $18.4 Million - $28 Million	-423,724 Reduced 43.2%	557,137 $27.8 Million
Q4 2019 Feb 13, 2020	BUY	$59.36 - $65.51 $4.09 Million - $4.51 Million	68,826 Added 7.55%	980,861 $64 Million
Q3 2019 Nov 14, 2019	BUY	$57.44 - $62.42 $52.1 Million - $56.6 Million	907,045 Added 18177.25%	912,035 $55.7 Million
Q2 2019 Aug 14, 2019	BUY	$59.39 - $62.73 $296,356 - $313,022	4,990 New	4,990 $306,000

Others Institutions Holding IEFA

# of Institutions

2,256

Shares Held

1.54B

Call Options Held

106K

Put Options Held

10.7K

View Full List

About ISHARES TR

Ticker IEFA
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Avidian Wealth Solutions, LLC Ishares Tr Transaction History