Avidian Wealth Solutions, LLC Ihares Core 1 5 Years Usd Bond Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 03, 2024	SELL	$47.16 - $47.73 $24,098 - $24,390	-511 Reduced 10.72%	4,255 $201,000
Q4 2023 Feb 06, 2024	SELL	$46.0 - $47.56 $117,484 - $121,468	-2,554 Reduced 34.89%	4,766 $226,000
Q3 2023 Oct 13, 2023	BUY	$46.26 - $46.9 $1,017 - $1,031	22 Added 0.3%	7,320 $339,000
Q2 2023 Aug 03, 2023	BUY	$46.63 - $47.38 $51,432 - $52,260	1,103 Added 17.8%	7,298 $340,000
Q1 2023 May 08, 2023	BUY	$46.16 - $47.28 $59,407 - $60,849	1,287 Added 26.22%	6,195 $292,000
Q4 2022 Feb 06, 2023	BUY	$45.61 - $46.84 $223,853 - $229,890	4,908 New	4,908 $227,000
Q2 2022 Jul 29, 2022	SELL	$46.78 - $48.31 $2.95 Million - $3.05 Million	-63,054 Closed	0 $0
Q1 2022 May 10, 2022	BUY	$48.28 - $50.36 $7,290 - $7,604	151 Added 0.24%	63,054 $3.06 Million
Q4 2021 Feb 14, 2022	BUY	$50.4 - $51.06 $42,084 - $42,635	835 Added 1.35%	62,903 $3.17 Million
Q3 2021 Nov 10, 2021	SELL	$51.04 - $51.35 $6,737 - $6,778	-132 Reduced 0.21%	62,068 $3.17 Million
Q2 2021 Aug 09, 2021	BUY	$51.18 - $51.42 $3.18 Million - $3.2 Million	62,200 New	62,200 $3.19 Million
Q1 2018 May 15, 2018	SELL	N/A	-4,186 Closed	0 $0
Q3 2017 Nov 14, 2017	BUY	N/A	4,186	4,186 $210,000

Others Institutions Holding ISTB

# of Institutions

386

Shares Held

57.6M

Call Options Held

0

Put Options Held

0

Acorns Advisers, LLC Irvine, CA

10.2M
Shares

$490 Million
4.92% of portfolio
State Of Wisconsin Investment Board Madison, WI

4.84M
Shares

$232 Million
0.62% of portfolio
Trust Point Inc. La Crosse, WI

3.14M
Shares

$150 Million
11.46% of portfolio
Charles Schwab Investment Management Inc San Francisco, CA

3.06M
Shares

$146 Million
0.03% of portfolio
Black Rock Inc. New York, NY

1.78M
Shares

$85.4 Million
0.0% of portfolio

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