Avidian Wealth Solutions, LLC Ishares Russell Mid Cap Growth Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 03, 2022	SELL	$78.02 - $94.38 $2,106 - $2,548	-27 Reduced 1.02%	2,610 $205,000
Q2 2022 Jul 29, 2022	SELL	$75.41 - $102.47 $1.84 Million - $2.5 Million	-24,442 Reduced 90.26%	2,637 $209,000
Q1 2022 May 10, 2022	BUY	$89.52 - $114.03 $113,153 - $144,133	1,264 Added 4.9%	27,079 $2.72 Million
Q4 2021 Feb 14, 2022	SELL	$109.8 - $123.28 $562,944 - $632,056	-5,127 Reduced 16.57%	25,815 $2.97 Million
Q3 2021 Nov 10, 2021	BUY	$109.39 - $119.47 $108,296 - $118,275	990 Added 3.31%	30,942 $3.47 Million
Q2 2021 Aug 09, 2021	BUY	$99.98 - $113.73 $220,555 - $250,888	2,206 Added 7.95%	29,952 $3.39 Million
Q1 2021 May 05, 2021	BUY	$96.94 - $112.05 $111,287 - $128,633	1,148 Added 4.32%	27,746 $2.83 Million
Q4 2020 Feb 09, 2021	BUY	$86.54 - $104.78 $1.12 Million - $1.36 Million	12,995 Added 95.53%	26,598 $2.73 Million
Q3 2020 Feb 03, 2021	BUY	$79.56 - $90.13 $1.08 Million - $1.23 Million	13,603 New	13,603 $2.35 Million
Q3 2020 Nov 06, 2020	SELL	$79.56 - $90.13 $953,447 - $1.08 Million	-11,984 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$57.59 - $81.27 $690,158 - $973,939	11,984 New	11,984 $1.9 Million

Others Institutions Holding IWP

# of Institutions

1,086

Shares Held

102M

Call Options Held

59.7K

Put Options Held

5.2K

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