Avidian Wealth Solutions, LLC Ishares Dj Us Tech ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.13 Billion
  • Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 28,579 shares of IYW stock, worth $4.6 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares
28,579
Previous 28,099 1.71%
Holding current value
$4.6 Million
Previous $4.23 Million 2.48%
% of portfolio
0.2%
Previous 0.18%

Shares

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

Oct 30, 2024
BUY
$133.16 - $158.73 $63,916 - $76,190
480 Added 1.71%
28,579 $4.33 Million
Q2 2024

Aug 06, 2024
BUY
$124.75 - $153.46 $1.1 Million - $1.35 Million
8,794 Added 45.55%
28,099 $4.23 Million
Q1 2024

May 03, 2024
BUY
$117.5 - $136.59 $25,145 - $29,230
214 Added 1.12%
19,305 $2.61 Million
Q4 2023

Feb 06, 2024
BUY
$101.31 - $123.31 $389,435 - $474,003
3,844 Added 25.21%
19,091 $2.34 Million
Q3 2023

Oct 13, 2023
SELL
$103.39 - $113.67 $769,118 - $845,591
-7,439 Reduced 32.79%
15,247 $1.6 Million
Q2 2023

Aug 03, 2023
BUY
$88.68 - $109.37 $86,995 - $107,291
981 Added 4.52%
22,686 $2.47 Million
Q1 2023

May 08, 2023
BUY
$72.54 - $92.81 $276,014 - $353,142
3,805 Added 21.26%
21,705 $2.01 Million
Q4 2022

Feb 06, 2023
BUY
$71.52 - $81.72 $966,592 - $1.1 Million
13,515 Added 308.21%
17,900 $1.33 Million
Q3 2022

Nov 03, 2022
BUY
$73.37 - $94.5 $220 - $283
3 Added 0.07%
4,385 $322,000
Q2 2022

Jul 29, 2022
SELL
$77.53 - $105.04 $392,069 - $531,187
-5,057 Reduced 53.58%
4,382 $350,000
Q1 2022

May 10, 2022
SELL
$90.78 - $115.41 $58,008 - $73,746
-639 Reduced 6.34%
9,439 $973,000
Q4 2021

Feb 14, 2022
BUY
$100.11 - $117.09 $479,526 - $560,861
4,790 Added 90.58%
10,078 $1.16 Million
Q3 2021

Nov 10, 2021
BUY
$98.99 - $108.87 $14,947 - $16,439
151 Added 2.94%
5,288 $535,000
Q2 2021

Aug 09, 2021
SELL
$86.67 - $99.76 $7,366 - $8,479
-85 Reduced 1.63%
5,137 $511,000
Q1 2021

May 05, 2021
SELL
$82.45 - $93.1 $7,750 - $8,751
-94 Reduced 1.77%
5,222 $458,000
Q4 2020

Feb 09, 2021
BUY
$73.15 - $85.83 $291,722 - $342,290
3,988 Added 300.3%
5,316 $452,000
Q3 2020

Feb 03, 2021
BUY
$67.71 - $82.47 $89,918 - $109,520
1,328 New
1,328 $400,000
Q1 2020

Apr 22, 2020
SELL
$45.35 - $65.22 $112,513 - $161,810
-2,481 Closed
0 $0
Q4 2019

Feb 13, 2020
SELL
$49.62 - $58.5 $3,175 - $3,744
-64 Reduced 2.51%
2,481 $577,000
Q3 2019

Nov 14, 2019
BUY
$48.42 - $52.88 $41,157 - $44,948
850 Added 50.15%
2,545 $520,000
Q2 2019

Aug 14, 2019
BUY
$44.72 - $51.35 $75,800 - $87,038
1,695 New
1,695 $335,000

About ISHARES DJ US TECH ETF

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