Avidian Wealth Solutions, LLC Ishares Tr Transaction History

Avidian Wealth Solutions, LLC

  • $1.98 Billion
  • Q1 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 2,710 shares of SHV stock, worth $299,455. This represents 0.02% of its overall portfolio holdings.

Number of Shares
2,710
Previous 2,959 8.42%
Holding current value
$299,455
Previous $325,000 8.0%
% of portfolio
0.02%
Previous 0.02%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 03, 2024
SELL
$110.11 - $110.57 $27,417 - $27,531
-249 Reduced 8.42%
2,710 $299,000
Q4 2023

Feb 06, 2024
BUY
$109.86 - $110.59 $325,075 - $327,235
2,959 New
2,959 $325,000
Q2 2022

Jul 29, 2022
SELL
$109.96 - $110.28 $11,545 - $11,579
-105 Reduced 3.99%
2,529 $278,000
Q1 2022

May 10, 2022
SELL
$110.22 - $110.4 $7,494 - $7,507
-68 Reduced 2.52%
2,634 $290,000
Q4 2021

Feb 14, 2022
SELL
$110.39 - $110.47 $25,168 - $25,187
-228 Reduced 7.78%
2,702 $298,000
Q3 2021

Nov 10, 2021
BUY
$110.46 - $110.49 $26,179 - $26,186
237 Added 8.8%
2,930 $324,000
Q2 2021

Aug 09, 2021
SELL
$110.48 - $110.53 $167,708 - $167,784
-1,518 Reduced 36.05%
2,693 $298,000
Q1 2021

May 05, 2021
SELL
$110.51 - $110.53 $50,724 - $50,733
-459 Reduced 9.83%
4,211 $465,000
Q3 2020

Feb 03, 2021
BUY
$110.7 - $110.74 $516,969 - $517,155
4,670 New
4,670 $517,000
Q3 2020

Nov 06, 2020
SELL
$110.7 - $110.74 $518,518 - $518,706
-4,684 Closed
0 $0
Q2 2020

Aug 10, 2020
SELL
$110.71 - $110.94 $721,718 - $723,217
-6,519 Reduced 58.19%
4,684 $519,000
Q1 2020

Apr 22, 2020
BUY
$110.45 - $111.07 $809,156 - $813,698
7,326 Added 188.96%
11,203 $1.24 Million
Q4 2019

Feb 13, 2020
BUY
$110.39 - $110.72 $33,889 - $33,991
307 Added 8.6%
3,877 $428,000
Q3 2019

Nov 14, 2019
BUY
$110.45 - $110.67 $34,460 - $34,529
312 Added 9.58%
3,570 $395,000
Q2 2019

Aug 14, 2019
SELL
$110.35 - $110.67 $115,426 - $115,760
-1,046 Reduced 24.3%
3,258 $360,000
Q1 2019

May 15, 2019
BUY
$110.31 - $110.57 $158,074 - $158,446
1,433 Added 49.91%
4,304 $476,000
Q4 2018

Feb 14, 2019
SELL
$110.21 - $110.47 $47,059 - $47,170
-427 Reduced 12.95%
2,871 $317,000
Q3 2018

Nov 14, 2018
BUY
N/A
918 Added 38.57%
3,298 $364,000
Q2 2018

Aug 14, 2018
BUY
N/A
289 Added 13.82%
2,380 $263,000
Q1 2018

May 15, 2018
BUY
N/A
2,091 New
2,091 $231,000

Others Institutions Holding SHV

# of Institutions
710
Shares Held
94.4M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR

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