Avidian Wealth Solutions, LLC Ishares Core S&P U.S. Value Et Transaction History

Avidian Wealth Solutions, LLC

$2.18 Billion
Q1 2025

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 09, 2021	SELL	$53.17 - $62.19 $299,028 - $349,756	-5,624 Closed	0 $0
Q3 2020 Feb 03, 2021	BUY	$51.46 - $57.08 $289,411 - $321,017	5,624 New	5,624 $305,000
Q3 2020 Nov 06, 2020	SELL	$51.46 - $57.08 $288,844 - $320,390	-5,613 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$44.04 - $57.88 $880 - $1,157	20 Added 0.36%	5,613 $293,000
Q1 2020 Apr 22, 2020	SELL	$39.87 - $63.83 $217,132 - $347,618	-5,446 Reduced 49.33%	5,593 $258,000
Q4 2019 Feb 13, 2020	SELL	$55.95 - $63.08 $26,016 - $29,332	-465 Reduced 4.04%	11,039 $696,000
Q3 2019 Nov 14, 2019	SELL	$54.3 - $58.65 $36.8 Million - $39.7 Million	-677,594 Reduced 98.33%	11,504 $665,000
Q2 2019 Aug 14, 2019	BUY	$52.68 - $57.18 $13.6 Million - $14.8 Million	257,988 Added 59.84%	689,098 $39 Million
Q1 2019 May 15, 2019	BUY	$48.21 - $55.66 $4.84 Million - $5.59 Million	100,411 Added 30.36%	431,110 $23.6 Million
Q4 2018 Feb 14, 2019	SELL	$46.36 - $56.72 $4.3 Million - $5.26 Million	-92,760 Reduced 21.91%	330,699 $16.2 Million
Q3 2018 Nov 14, 2018	SELL	$53.63 - $57.68 $12,763 - $13,727	-238 Reduced 0.06%	423,459 $23.9 Million
Q2 2018 Aug 14, 2018	BUY	$51.95 - $55.12 $172,993 - $183,549	3,330 Added 0.79%	423,697 $22.7 Million
Q1 2018 May 15, 2018	BUY	$51.81 - $58.63 $645,448 - $730,412	12,458 Added 3.05%	420,367 $22.3 Million
Q4 2017 Feb 14, 2018	BUY	$52.55 - $55.6 $1.77 Million - $1.88 Million	33,738 Added 9.02%	407,909 $22.5 Million
Q3 2017 Nov 14, 2017	BUY	$52.0 - $52.35 $19.5 Million - $19.6 Million	374,171	374,171 $19.6 Million

Others Institutions Holding IUSV

# of Institutions

802

Shares Held

180M

Call Options Held

3K

Put Options Held

0

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