Avidian Wealth Solutions, LLC Ishares Russell 2000 Gwt ETF Transaction History

Avidian Wealth Solutions, LLC

$2.33 Billion
Q2 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 30,453 shares of IWO stock, worth $8.85 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

30,453

Previous 33,166 8.18%

Holding current value

$8.85 Million

Previous $8.98 Million 10.99%

% of portfolio

0.34%

Previous 0.45%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$245.29 - $268.7 $665,471 - $728,983	-2,713 Reduced 8.18%	30,453 $7.99 Million
Q1 2024 May 03, 2024	SELL	$239.5 - $270.8 $549,652 - $621,486	-2,295 Reduced 6.47%	33,166 $8.98 Million
Q4 2023 Feb 06, 2024	SELL	$204.07 - $257.57 $2.62 Million - $3.3 Million	-12,825 Reduced 26.56%	35,461 $8.94 Million
Q3 2023 Oct 13, 2023	SELL	$221.24 - $254.04 $882,526 - $1.01 Million	-3,989 Reduced 7.63%	48,286 $10.8 Million
Q2 2023 Aug 03, 2023	BUY	$219.8 - $242.66 $2.25 Million - $2.49 Million	10,243 Added 24.37%	52,275 $12.7 Million
Q1 2023 May 08, 2023	BUY	$212.51 - $245.01 $8.93 Million - $10.3 Million	42,032 New	42,032 $9.53 Million

Others Institutions Holding IWO

# of Institutions

990

Shares Held

33.3M

Call Options Held

84K

Put Options Held

36K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

More about IWO

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 Russell 2000 Gwt ETF Transaction History