Avidian Wealth Solutions, LLC Ishares Tr Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 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 4,652 shares of IYG stock, worth $367,461. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,652
Previous 4,651 0.02%
Holding current value
$367,461
Previous $303,000 8.91%
% of portfolio
0.02%
Previous 0.01%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
251
Shares Held
12.6M
Call Options Held
9.2K
Put Options Held
0
View Full List

About ISHARES TR

IYG Quotes by TradingView
  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
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.

Choose your preferred platform and Sign Up 👇 Telegram Email