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 13,033 shares of IFRA stock, worth $543,215. This represents 0.03% of its overall portfolio holdings.

Number of Shares

13,033

Previous 14,189 8.15%

Holding current value

$543,215

Previous $571,000 1.05%

% of portfolio

0.03%

Previous 0.04%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 03, 2024	SELL	$38.14 - $43.36 $44,089 - $50,124	-1,156 Reduced 8.15%	13,033 $565,000
Q4 2023 Feb 06, 2024	BUY	$34.58 - $40.63 $36,516 - $42,905	1,056 Added 8.04%	14,189 $571,000
Q3 2023 Oct 13, 2023	BUY	$36.59 - $40.45 $15,843 - $17,514	433 Added 3.41%	13,133 $480,000
Q2 2023 Aug 03, 2023	BUY	$35.99 - $39.08 $91,450 - $99,302	2,541 Added 25.01%	12,700 $496,000
Q1 2023 May 08, 2023	SELL	$35.21 - $39.8 $15,633 - $17,671	-444 Reduced 4.19%	10,159 $379,000

Q4 2022 Feb 06, 2023	BUY	$35.18 - $38.16 $36,552 - $39,648	1,039 Added 10.86%	10,603 $384,000
Q3 2022 Nov 03, 2022	SELL	$33.69 - $39.24 $134,591 - $156,763	-3,995 Reduced 29.46%	9,564 $308,000
Q2 2022 Jul 29, 2022	BUY	$32.87 - $39.92 $445,684 - $541,275	13,559 New	13,559 $462,000

Others Institutions Holding IFRA

# of Institutions

408

Shares Held

40.2M

Call Options Held

26K

Put Options Held

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

More about IFRA

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Avidian Wealth Solutions, LLC Ishares Tr Transaction History