Avidian Wealth Solutions, LLC Ishares Tr Russell 2500 ETF Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Aug 06, 2024	SELL	$60.34 - $65.19 $111,447 - $120,405	-1,847 Reduced 18.27%	8,260 $517,000
Q1 2024 May 03, 2024	SELL	$58.78 - $65.61 $89,169 - $99,530	-1,517 Reduced 13.05%	10,107 $663,000
Q4 2023 Feb 06, 2024	SELL	$50.46 - $62.34 $224,597 - $277,475	-4,451 Reduced 27.69%	11,624 $715,000
Q3 2023 Oct 13, 2023	SELL	$53.72 - $60.35 $60,757 - $68,255	-1,131 Reduced 6.57%	16,075 $876,000
Q2 2023 Aug 03, 2023	SELL	$52.41 - $57.47 $46,802 - $51,320	-893 Reduced 4.93%	17,206 $988,000
Q1 2023 May 08, 2023	BUY	$52.14 - $60.44 $204,180 - $236,683	3,916 Added 27.61%	18,099 $992,000
Q4 2022 Feb 06, 2023	BUY	$50.18 - $56.92 $21,276 - $24,134	424 Added 3.08%	14,183 $753,000
Q3 2022 Nov 03, 2022	BUY	$49.59 - $60.48 $3,768 - $4,596	76 Added 0.56%	13,759 $685,000
Q2 2022 Jul 29, 2022	BUY	$50.12 - $62.96 $467,018 - $586,661	9,318 Added 213.47%	13,683 $706,000
Q1 2022 May 10, 2022	SELL	$57.98 - $66.78 $24,931 - $28,715	-430 Reduced 8.97%	4,365 $272,000
Q4 2021 Feb 14, 2022	BUY	$62.95 - $70.3 $301,845 - $337,088	4,795 New	4,795 $318,000

Others Institutions Holding SMMD

# of Institutions

190

Shares Held

12.2M

Call Options Held

0

Put Options Held

0

About ISHARES TR RUSSELL 2500 ETF

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