Avidian Wealth Solutions, LLC Ishares Tr Transaction History

Avidian Wealth Solutions, LLC

  • $2.33 Billion
  • Q2 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 57,989 shares of IYE stock, worth $2.67 Million. This represents 0.12% of its overall portfolio holdings.

Number of Shares
57,989
Previous 59,056 1.81%
Holding current value
$2.67 Million
Previous $2.92 Million 4.59%
% of portfolio
0.12%
Previous 0.15%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$46.21 - $51.17 $49,306 - $54,598
-1,067 Reduced 1.81%
57,989 $2.78 Million
Q1 2024

May 03, 2024
SELL
$41.9 - $49.4 $33,226 - $39,174
-793 Reduced 1.33%
59,056 $2.92 Million
Q4 2023

Feb 06, 2024
SELL
$42.54 - $48.28 $278,551 - $316,137
-6,548 Reduced 9.86%
59,849 $2.64 Million
Q3 2023

Oct 13, 2023
SELL
$41.76 - $48.97 $184,036 - $215,810
-4,407 Reduced 6.22%
66,397 $3.15 Million
Q2 2023

Aug 03, 2023
BUY
$40.39 - $45.87 $239,472 - $271,963
5,929 Added 9.14%
70,804 $3.03 Million
Q1 2023

May 08, 2023
BUY
$40.63 - $49.07 $2.44 Million - $2.95 Million
60,101 Added 1258.92%
64,875 $2.84 Million
Q4 2022

Feb 06, 2023
BUY
$41.43 - $50.5 $197,786 - $241,087
4,774 New
4,774 $221,000
Q2 2022

Jul 29, 2022
SELL
$37.64 - $48.83 $241,799 - $313,683
-6,424 Reduced 41.09%
9,210 $351,000
Q1 2022

May 10, 2022
SELL
$31.0 - $42.12 $37,014 - $50,291
-1,194 Reduced 7.1%
15,634 $640,000
Q4 2021

Feb 14, 2022
BUY
$28.79 - $32.36 $198,766 - $223,413
6,904 Added 69.57%
16,828 $507,000
Q3 2021

Nov 10, 2021
SELL
$24.81 - $29.6 $68,376 - $81,577
-2,756 Reduced 21.74%
9,924 $280,000
Q2 2021

Aug 09, 2021
SELL
$25.2 - $30.0 $21,420 - $25,500
-850 Reduced 6.28%
12,680 $369,000
Q1 2021

May 05, 2021
BUY
$20.29 - $28.47 $274,523 - $385,199
13,530 New
13,530 $355,000

Others Institutions Holding IYE

# of Institutions
329
Shares Held
14.7M
Call Options Held
17.4K
Put Options Held
1.2K
View Full List

About ISHARES TR

IYE Quotes by TradingView
  • Ticker IYE
  • Sector ETFs
  • Industry ETFs
More about IYE
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