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 $372,113. This represents 0.02% of its overall portfolio holdings.

Number of Shares
4,652
Previous 4,651 0.02%
Holding current value
$372,113
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
249
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
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