Avidian Wealth Solutions, LLC Ishares Tr Transaction History

Avidian Wealth Solutions, LLC

$2.18 Billion
Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 4,654 shares of IYG stock, worth $411,692. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,654

Previous 4,653 0.02%

Holding current value

$411,692

Previous $362,000 0.83%

% of portfolio

0.02%

Previous 0.02%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$74.6 - $84.81 $74 - $84	1 Added 0.02%	4,654 $365,000
Q4 2024 Jan 29, 2025	BUY	$70.24 - $82.34 $70 - $82	1 Added 0.02%	4,653 $362,000
Q3 2024 Oct 30, 2024	BUY	$64.2 - $71.76 $64 - $71	1 Added 0.02%	4,652 $330,000
Q2 2024 Aug 06, 2024	BUY	$62.27 - $67.11 $289,617 - $312,128	4,651 New	4,651 $303,000
Q1 2021 May 05, 2021	SELL	$48.45 - $58.92 $65,698 - $79,895	-1,356 Closed	0 $0
Q4 2020 Feb 09, 2021	SELL	$39.45 - $50.02 $53,652 - $68,027	-1,360 Reduced 50.07%	1,356 $203,000
Q3 2020 Feb 03, 2021	BUY	$38.91 - $43.53 $105,679 - $118,227	2,716 New	2,716 $331,000
Q3 2020 Nov 06, 2020	SELL	$38.91 - $43.53 $78,131 - $87,408	-2,008 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$32.09 - $45.18 $64,436 - $90,721	2,008 New	2,008 $240,000

Others Institutions Holding IYG

# of Institutions

290

Shares Held

14.1M

Call Options Held

49K

Put Options Held

35.5K

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About ISHARES TR

Ticker IYG
Sector ETFs
Industry ETFs

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Avidian Wealth Solutions, LLC Ishares Tr Transaction History