Avidian Wealth Solutions, LLC Ishares Russell 3000 ETF Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 4,996 shares of IWV stock, worth $1.89 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,996

Previous 3,365 48.47%

Holding current value

$1.89 Million

Previous $1.07 Million 64.14%

% of portfolio

0.07%

Previous 0.05%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	$281.67 - $351.0 $459,403 - $572,481	1,631 Added 48.47%	4,996 $1.75 Million
Q1 2025 Apr 25, 2025	BUY	$313.1 - $349.83 $247,035 - $276,015	789 Added 30.63%	3,365 $1.07 Million
Q4 2024 Jan 29, 2025	BUY	$323.08 - $349.08 $165,740 - $179,078	513 Added 24.87%	2,576 $861,000
Q2 2024 Aug 06, 2024	BUY	$283.16 - $309.9 $37,377 - $40,906	132 Added 6.84%	2,063 $636,000
Q4 2023 Feb 06, 2024	BUY	$234.36 - $274.87 $1,171 - $1,374	5 Added 0.26%	1,931 $528,000
Q3 2023 Oct 13, 2023	BUY	$243.9 - $263.56 $469,751 - $507,616	1,926 New	1,926 $471,000

Others Institutions Holding IWV

# of Institutions

928

Shares Held

28.1M

Call Options Held

20.7K

Put Options Held

7.2K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
Sector ETFs
Industry ETFs

More about IWV

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Avidian Wealth Solutions, LLC Ishares Russell 3000 ETF Transaction History