Avidian Wealth Solutions, LLC Ishares Tr Russell 1000 ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.37 Billion
  • Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 23,430 shares of IWB stock, worth $8.57 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
23,430
Previous 26,158 10.43%
Holding current value
$8.57 Million
Previous $8.02 Million 0.84%
% of portfolio
0.34%
Previous 0.37%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 30, 2025
SELL
$272.36 - $339.57 $742,998 - $926,346
-2,728 Reduced 10.43%
23,430 $7.96 Million
Q1 2025

Apr 25, 2025
BUY
$302.31 - $337.54 $63,485 - $70,883
210 Added 0.81%
26,158 $8.02 Million
Q4 2024

Jan 29, 2025
BUY
$311.11 - $335.64 $59,422 - $64,107
191 Added 0.74%
25,948 $8.36 Million
Q3 2024

Oct 30, 2024
BUY
$283.28 - $314.39 $41,642 - $46,215
147 Added 0.57%
25,757 $8.1 Million
Q2 2024

Aug 06, 2024
BUY
$272.21 - $298.72 $201,163 - $220,754
739 Added 2.97%
25,610 $7.62 Million
Q1 2024

May 03, 2024
BUY
$257.46 - $288.1 $107,103 - $119,849
416 Added 1.7%
24,871 $7.16 Million
Q4 2023

Feb 06, 2024
BUY
$225.16 - $263.17 $277,622 - $324,488
1,233 Added 5.31%
24,455 $6.41 Million
Q3 2023

Oct 13, 2023
BUY
$234.05 - $252.17 $420,821 - $453,401
1,798 Added 8.39%
23,222 $5.46 Million
Q2 2023

Aug 03, 2023
BUY
$221.85 - $243.74 $476,533 - $523,553
2,148 Added 11.14%
21,424 $5.22 Million
Q1 2023

May 08, 2023
BUY
$208.78 - $230.55 $360,980 - $398,620
1,729 Added 9.85%
19,276 $4.34 Million
Q4 2022

Feb 06, 2023
BUY
$196.94 - $224.49 $32,101 - $36,591
163 Added 0.94%
17,547 $3.69 Million
Q3 2022

Nov 03, 2022
SELL
$197.33 - $237.63 $279,813 - $336,959
-1,418 Reduced 7.54%
17,384 $3.43 Million
Q2 2022

Jul 29, 2022
BUY
$201.03 - $253.2 $58,499 - $73,681
291 Added 1.57%
18,802 $3.91 Million
Q1 2022

May 10, 2022
SELL
$230.48 - $266.11 $5,301 - $6,120
-23 Reduced 0.12%
18,511 $4.63 Million
Q4 2021

Feb 14, 2022
BUY
$241.33 - $266.02 $4.47 Million - $4.93 Million
18,534 New
18,534 $4.9 Million

Others Institutions Holding IWB

# of Institutions
1,577
Shares Held
97.3M
Call Options Held
64.2K
Put Options Held
52.9K
View Full List

About ISHARES TR RUSSELL 1000 ETF

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