Avidian Wealth Solutions, LLC Ishares Tr Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 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 1,412 shares of IYY stock, worth $224,931. This represents 0.01% of its overall portfolio holdings.

Number of Shares

1,412

Holding current value

$224,931

% of portfolio

0.01%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Jul 30, 2025	BUY	$120.9 - $150.87 $170,710 - $213,028	1,412 New	1,412 $213,000

Others Institutions Holding IYY

# of Institutions

287

Shares Held

3.67M

Call Options Held

4.5K

Put Options Held

100

Morgan Stanley New York, NY

447K
Shares

$71.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

328K
Shares

$52.3 Million
0.02% of portfolio
Savant Capital, LLC

157K
Shares

$25 Million
0.15% of portfolio
Pnc Financial Services Group, Inc. Pittsburgh, PA

147K
Shares

$23.4 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

135K
Shares

$21.5 Million
0.0% of portfolio

View Full List

About ISHARES TR

Ticker IYY
Sector ETFs
Industry ETFs

More about IYY

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Avidian Wealth Solutions, LLC Ishares Tr Transaction History