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

Avidian Wealth Solutions, LLC

$2.51 Billion
Q3 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 12,962 shares of IWB stock, worth $4.77 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

12,962

Previous 23,430 44.68%

Holding current value

$4.77 Million

Previous $7.96 Million 40.46%

% of portfolio

0.19%

Previous 0.34%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 30, 2025	SELL	$339.37 - $366.46 $3.55 Million - $3.84 Million	-10,468 Reduced 44.68%	12,962 $4.74 Million
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

1,617

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Avidian Wealth Solutions, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Avidian Wealth Solutions, LLC with notifications on news.

Account

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