Avidian Wealth Solutions, LLC Ishares S&P 500 Growth ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 46,206 shares of IVW stock, worth $4.77 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
46,206
Previous 51,070 9.52%
Holding current value
$4.77 Million
Previous $4.73 Million 6.39%
% of portfolio
0.21%
Previous 0.2%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$84.77 - $97.13 $412,321 - $472,440
-4,864 Reduced 9.52%
46,206 $4.42 Million
Q2 2024

Aug 06, 2024
BUY
$79.31 - $93.31 $1.27 Million - $1.49 Million
15,991 Added 45.59%
51,070 $4.73 Million
Q1 2024

May 03, 2024
BUY
$72.87 - $85.14 $1.31 Million - $1.53 Million
18,013 Added 105.55%
35,079 $2.96 Million
Q4 2023

Feb 06, 2024
BUY
$65.78 - $75.4 $154,188 - $176,737
2,344 Added 15.92%
17,066 $1.28 Million
Q3 2023

Oct 13, 2023
BUY
$68.05 - $72.66 $774,681 - $827,161
11,384 Added 341.04%
14,722 $1.01 Million
Q2 2023

Aug 03, 2023
BUY
$63.21 - $70.48 $210,994 - $235,262
3,338 New
3,338 $235,000
Q2 2022

Jul 29, 2022
SELL
$58.13 - $77.8 $1.33 Million - $1.78 Million
-22,866 Closed
0 $0
Q1 2022

May 10, 2022
BUY
$68.33 - $84.32 $77,896 - $96,124
1,140 Added 5.25%
22,866 $1.75 Million
Q4 2021

Feb 14, 2022
BUY
$73.18 - $84.81 $1.59 Million - $1.84 Million
21,726 New
21,726 $1.82 Million
Q3 2021

Nov 10, 2021
SELL
$72.99 - $79.0 $222,911 - $241,266
-3,054 Closed
0 $0
Q2 2021

Aug 09, 2021
BUY
$65.96 - $72.81 $201,441 - $222,361
3,054 New
3,054 $222,000

Others Institutions Holding IVW

# of Institutions
1,819
Shares Held
417M
Call Options Held
355K
Put Options Held
454K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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