A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Global Healthcare ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 9,913 shares of IXJ stock, worth $861,737. This represents 0.05% of its overall portfolio holdings.

Number of Shares
9,913
Previous 9,890 0.23%
Holding current value
$861,737
Previous $918,000 5.99%
% of portfolio
0.05%
Previous 0.04%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024

BUY
$91.63 - $101.25 $2,107 - $2,328
23 Added 0.23%
9,913 $973,000
Q2 2024

Aug 06, 2024

SELL
$87.41 - $94.12 $70,365 - $75,766
-805 Reduced 7.53%
9,890 $918,000
Q1 2024

May 03, 2024

SELL
$87.55 - $93.2 $73,454 - $78,194
-839 Reduced 7.27%
10,695 $996,000
Q4 2023

Feb 06, 2024

SELL
$78.24 - $86.72 $24,332 - $26,969
-311 Reduced 2.63%
11,534 $1 Million
Q3 2023

Oct 13, 2023

BUY
$82.27 - $86.96 $23,282 - $24,609
283 Added 2.45%
11,845 $976,000
Q2 2023

Aug 03, 2023

BUY
$82.57 - $87.62 $348,197 - $369,493
4,217 Added 57.41%
11,562 $982,000
Q1 2023

May 08, 2023

BUY
$79.07 - $85.5 $20,400 - $22,059
258 Added 3.64%
7,345 $612,000
Q4 2022

Feb 06, 2023

BUY
$75.71 - $87.41 $3,634 - $4,195
48 Added 0.68%
7,087 $601,000
Q3 2022

Nov 03, 2022

SELL
$74.91 - $84.22 $49,066 - $55,164
-655 Reduced 8.51%
7,039 $530,000
Q2 2022

Jul 29, 2022

SELL
$75.99 - $91.39 $55,244 - $66,440
-727 Reduced 8.63%
7,694 $624,000
Q1 2022

May 10, 2022

BUY
$80.95 - $89.4 $42,822 - $47,292
529 Added 6.7%
8,421 $738,000
Q4 2021

Feb 14, 2022

BUY
$82.63 - $90.54 $652,115 - $714,541
7,892 New
7,892 $713,000

Others Institutions Holding IXJ

About ISHARES GLOBAL HEALTHCARE ETF


  • Ticker IXJ
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IXJ
Track This Portfolio

Track Avidian Wealth Solutions, LLC Portfolio

Follow Avidian Wealth Solutions, LLC and customize your updates to receive the information that matters most to you.

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.