Avidian Wealth Solutions, LLC Ishares Barclays 0 5 Year Tips Transaction History

Avidian Wealth Solutions, LLC

$2.18 Billion
Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Barclays 0 5 Year Tips stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 3,322 shares of STIP stock, worth $341,601. This represents 0.02% of its overall portfolio holdings.

Number of Shares

3,322

Previous 3,299 0.7%

Holding current value

$341,601

Previous $331,000 3.63%

% of portfolio

0.02%

Previous 0.02%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$100.59 - $103.47 $2,313 - $2,379	23 Added 0.7%	3,322 $343,000
Q4 2024 Jan 29, 2025	BUY	$100.24 - $101.35 $330,691 - $334,353	3,299 New	3,299 $331,000
Q4 2023 Feb 06, 2024	SELL	$96.33 - $98.68 $165,205 - $169,236	-1,715 Reduced 21.33%	6,326 $623,000
Q3 2023 Oct 13, 2023	SELL	$96.73 - $97.56 $54,749 - $55,218	-566 Reduced 6.58%	8,041 $779,000
Q2 2023 Aug 03, 2023	SELL	$97.43 - $99.5 $81,354 - $83,082	-835 Reduced 8.84%	8,607 $840,000
Q1 2023 May 08, 2023	SELL	$96.86 - $99.23 $19.4 Million - $19.9 Million	-200,376 Reduced 95.5%	9,442 $936,000
Q4 2022 Feb 06, 2023	SELL	$96.57 - $98.11 $677,052 - $687,849	-7,011 Reduced 3.23%	209,818 $20.3 Million
Q3 2022 Nov 03, 2022	BUY	$96.11 - $102.85 $18.8 Million - $20.1 Million	195,442 Added 913.84%	216,829 $20.8 Million
Q2 2022 Jul 29, 2022	BUY	$101.26 - $104.65 $1.83 Million - $1.89 Million	18,091 Added 548.88%	21,387 $2.17 Million
Q1 2022 May 10, 2022	BUY	$103.82 - $106.76 $112,437 - $115,621	1,083 Added 48.94%	3,296 $346,000
Q4 2021 Feb 14, 2022	BUY	$105.21 - $107.0 $232,829 - $236,791	2,213 New	2,213 $234,000
Q4 2020 Feb 09, 2021	SELL	$103.06 - $104.43 $3.54 Million - $3.58 Million	-34,308 Closed	0 $0
Q3 2020 Nov 06, 2020	SELL	$102.35 - $104.25 $2.01 Million - $2.04 Million	-19,594 Reduced 36.35%	34,308 $3.57 Million
Q2 2020 Aug 10, 2020	SELL	$99.85 - $102.42 $738,890 - $757,908	-7,400 Reduced 12.07%	53,902 $5.52 Million
Q1 2020 Apr 22, 2020	SELL	$96.7 - $102.1 $381,191 - $402,478	-3,942 Reduced 6.04%	61,302 $6.12 Million
Q4 2019 Feb 13, 2020	SELL	$99.88 - $100.71 $164,802 - $166,171	-1,650 Reduced 2.47%	65,244 $6.57 Million
Q3 2019 Nov 14, 2019	BUY	$99.87 - $100.5 $1.16 Million - $1.16 Million	11,589 Added 20.95%	66,894 $6.7 Million
Q2 2019 Aug 14, 2019	SELL	$99.61 - $100.65 $55,383 - $55,961	-556 Reduced 1.0%	55,305 $5.56 Million
Q1 2019 May 15, 2019	BUY	$98.04 - $99.75 $5.48 Million - $5.57 Million	55,861 New	55,861 $5.57 Million

Others Institutions Holding STIP

# of Institutions

768

Shares Held

67.8M

Call Options Held

Put Options Held

420

View Full List

About ISHARES BARCLAYS 0-5 YEAR TIPS

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Avidian Wealth Solutions, LLC Ishares Barclays 0 5 Year Tips Transaction History