Avidian Wealth Solutions, LLC Ishares Trust Ishares 1 5 Year Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Trust Ishares 1 5 Year stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 46,413 shares of IGSB stock, worth $2.42 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

46,413

Previous 51,260 9.46%

Holding current value

$2.42 Million

Previous $2.63 Million 6.93%

% of portfolio

0.11%

Previous 0.11%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$51.02 - $52.74 $247,293 - $255,630	-4,847 Reduced 9.46%	46,413 $2.44 Million
Q2 2024 Aug 06, 2024	SELL	$50.64 - $51.3 $196,078 - $198,633	-3,872 Reduced 7.02%	51,260 $2.63 Million
Q1 2024 May 03, 2024	BUY	$50.95 - $51.48 $24,506 - $24,761	481 Added 0.88%	55,132 $2.83 Million
Q4 2023 Feb 06, 2024	SELL	$49.4 - $51.28 $2.23 Million - $2.32 Million	-45,155 Reduced 45.24%	54,651 $2.8 Million
Q3 2023 Oct 13, 2023	BUY	$49.74 - $50.37 $42,378 - $42,915	852 Added 0.86%	99,806 $4.97 Million
Q2 2023 Aug 03, 2023	SELL	$50.02 - $50.76 $2.96 Million - $3 Million	-59,116 Reduced 37.4%	98,954 $4.96 Million
Q1 2023 May 08, 2023	BUY	$49.56 - $50.75 $7.83 Million - $8.02 Million	158,070 New	158,070 $7.99 Million
Q1 2022 May 10, 2022	SELL	$51.49 - $53.86 $357,855 - $374,327	-6,950 Closed	0 $0
Q4 2021 Feb 14, 2022	SELL	$53.82 - $54.66 $813,973 - $826,677	-15,124 Reduced 68.51%	6,950 $374,000
Q3 2021 Nov 10, 2021	SELL	$54.6 - $54.92 $1.02 Million - $1.03 Million	-18,727 Reduced 45.9%	22,074 $1.21 Million
Q2 2021 Aug 09, 2021	BUY	$54.57 - $54.92 $53,806 - $54,151	986 Added 2.48%	40,801 $2.24 Million
Q1 2021 May 05, 2021	BUY	$54.5 - $55.17 $419,650 - $424,809	7,700 Added 23.98%	39,815 $2.18 Million
Q4 2020 Feb 09, 2021	BUY	$54.79 - $55.17 $72,158 - $72,658	1,317 Added 4.28%	32,115 $1.77 Million
Q3 2020 Feb 03, 2021	BUY	$54.69 - $55.09 $1.68 Million - $1.7 Million	30,798 New	30,798 $1.69 Million
Q3 2020 Nov 06, 2020	SELL	$54.69 - $55.09 $1.52 Million - $1.53 Million	-27,851 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$51.96 - $54.73 $1.45 Million - $1.52 Million	27,851 New	27,851 $1.52 Million

Others Institutions Holding IGSB

# of Institutions

976

Shares Held

316M

Call Options Held

Put Options Held

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About ISHARES TRUST ISHARES 1-5 YEAR

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Avidian Wealth Solutions, LLC Ishares Trust Ishares 1 5 Year Transaction History