Avidian Wealth Solutions, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Avidian Wealth Solutions, LLC

$2.18 Billion
Q1 2025

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 1,273,650 shares of USIG stock, worth $65.3 Million. This represents 2.98% of its overall portfolio holdings.

Number of Shares

1,273,650

Previous 1,038,598 22.63%

Holding current value

$65.3 Million

Previous $52.2 Million 24.58%

% of portfolio

2.98%

Previous 2.42%

23 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 25, 2025	BUY	$49.67 - $51.43 $11.7 Million - $12.1 Million	235,052 Added 22.63%	1,273,650 $65.1 Million
Q4 2024 Jan 29, 2025	BUY	$50.14 - $52.56 $3.39 Million - $3.55 Million	67,571 Added 6.96%	1,038,598 $52.2 Million
Q3 2024 Oct 30, 2024	BUY	$49.82 - $52.8 $1.69 Million - $1.79 Million	33,944 Added 3.62%	971,027 $51.1 Million
Q2 2024 Aug 06, 2024	BUY	$49.21 - $50.7 $2.14 Million - $2.2 Million	43,479 Added 4.87%	937,083 $47.1 Million
Q1 2024 May 03, 2024	BUY	$50.05 - $51.32 $11 Million - $11.2 Million	218,937 Added 32.45%	893,604 $45.4 Million
Q4 2023 Feb 06, 2024	BUY	$46.72 - $51.48 $6.41 Million - $7.06 Million	137,096 Added 25.5%	674,667 $34.6 Million
Q3 2023 Oct 13, 2023	BUY	$48.03 - $50.28 $2.5 Million - $2.62 Million	52,033 Added 10.72%	537,571 $25.8 Million
Q2 2023 Aug 03, 2023	BUY	$49.44 - $51.04 $1.47 Million - $1.52 Million	29,726 Added 6.52%	485,538 $24.3 Million
Q1 2023 May 08, 2023	BUY	$49.01 - $51.53 $1.62 Million - $1.7 Million	33,000 Added 7.8%	455,812 $23.1 Million
Q4 2022 Feb 06, 2023	SELL	$46.74 - $50.68 $1.32 Million - $1.43 Million	-28,222 Reduced 6.26%	422,812 $20.8 Million
Q3 2022 Nov 03, 2022	SELL	$47.75 - $52.55 $1.08 Million - $1.19 Million	-22,712 Reduced 4.79%	451,034 $21.7 Million
Q2 2022 Jul 29, 2022	SELL	$49.92 - $55.16 $464,605 - $513,374	-9,307 Reduced 1.93%	473,746 $24.1 Million
Q1 2022 May 10, 2022	SELL	$54.36 - $59.32 $1.35 Million - $1.48 Million	-24,880 Reduced 4.9%	483,053 $26.6 Million
Q4 2021 Feb 14, 2022	BUY	$59.32 - $60.73 $240,957 - $246,685	4,062 Added 0.81%	507,933 $30.3 Million
Q3 2021 Nov 10, 2021	BUY	$60.1 - $61.33 $1.29 Million - $1.31 Million	21,428 Added 4.44%	503,871 $30.3 Million
Q2 2021 Aug 09, 2021	BUY	$59.01 - $60.59 $1.63 Million - $1.67 Million	27,642 Added 6.08%	482,443 $29.2 Million
Q1 2021 May 05, 2021	BUY	$58.48 - $61.79 $7.67 Million - $8.1 Million	131,098 Added 40.5%	454,801 $26.9 Million
Q4 2020 Feb 09, 2021	BUY	$60.4 - $62.05 $6.13 Million - $6.3 Million	101,512 Added 45.69%	323,703 $20.1 Million
Q3 2020 Feb 03, 2021	BUY	$60.44 - $62.21 $13.4 Million - $13.8 Million	222,191 New	222,191 $13.5 Million
Q3 2020 Nov 06, 2020	SELL	$60.44 - $62.21 $5.26 Million - $5.42 Million	-87,067 Closed	0 $0
Q2 2020 Aug 10, 2020	BUY	$55.07 - $60.42 $3.56 Million - $3.91 Million	64,634 Added 288.12%	87,067 $5.26 Million
Q1 2020 Apr 22, 2020	BUY	$49.31 - $60.79 $814,699 - $1 Million	16,522 Added 279.51%	22,433 $1.26 Million
Q4 2019 Feb 13, 2020	BUY	$57.58 - $58.56 $340,355 - $346,148	5,911 New	5,911 $345,000

Others Institutions Holding USIG

# of Institutions

460

Shares Held

185M

Call Options Held

Put Options Held

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About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Avidian Wealth Solutions, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History