Avidian Wealth Solutions, LLC Ishares S&P 100 ETF Transaction History

Avidian Wealth Solutions, LLC

$2.37 Billion
Q2 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares S&P 100 ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 2,247 shares of OEF stock, worth $597,769. This represents 0.03% of its overall portfolio holdings.

Number of Shares

2,247

Previous 1,671 34.47%

Holding current value

$597,769

Previous $444,000 34.46%

% of portfolio

0.03%

Previous 0.02%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	BUY	N/A	576 Added 34.47%	2,247 $597,000
Q1 2025 Apr 25, 2025	BUY	N/A	845 Added 102.3%	1,671 $444,000
Q4 2024 Jan 29, 2025	BUY	N/A	1 Added 0.12%	826 $219,000
Q3 2024 Oct 30, 2024	BUY	$266.03 - $266.03 $1,330 - $1,330	5 Added 0.61%	825 $219,000
Q2 2024 Aug 06, 2024	BUY	$234.68 - $265.99 $192,437 - $218,111	820 New	820 $216,000
Q4 2023 Feb 06, 2024	BUY	$193.71 - $224.12 $984,434 - $1.14 Million	5,082 New	5,082 $1.14 Million
Q2 2022 Jul 29, 2022	BUY	$166.91 - $211.14 $603,546 - $763,482	3,616 Added 98.99%	7,269 $1.25 Million
Q1 2022 May 10, 2022	BUY	$190.9 - $221.63 $697,357 - $809,614	3,653 New	3,653 $762,000

Others Institutions Holding OEF

# of Institutions

1,029

Shares Held

51.7M

Call Options Held

47.3K

Put Options Held

41.9K

View Full List

About ISHARES S&P 100 ETF

Ticker OEF
Sector ETFs
Industry ETFs

More about OEF

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Avidian Wealth Solutions, LLC Ishares S&P 100 ETF Transaction History