Avidian Wealth Solutions, LLC Ishares Tr Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 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 67,278 shares of IFRA stock, worth $3.14 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

67,278

Previous 71,067 5.33%

Holding current value

$3.14 Million

Previous $2.99 Million 5.58%

% of portfolio

0.15%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$41.55 - $46.97 $157,432 - $177,969	-3,789 Reduced 5.33%	67,278 $3.16 Million
Q2 2024 Aug 06, 2024	BUY	$41.22 - $44.87 $2.39 Million - $2.6 Million	58,034 Added 445.29%	71,067 $2.99 Million
Q1 2024 May 03, 2024	SELL	$38.14 - $43.36 $44,089 - $50,124	-1,156 Reduced 8.15%	13,033 $565,000
Q4 2023 Feb 06, 2024	BUY	$34.58 - $40.63 $36,516 - $42,905	1,056 Added 8.04%	14,189 $571,000
Q3 2023 Oct 13, 2023	BUY	$36.59 - $40.45 $15,843 - $17,514	433 Added 3.41%	13,133 $480,000
Q2 2023 Aug 03, 2023	BUY	$35.99 - $39.08 $91,450 - $99,302	2,541 Added 25.01%	12,700 $496,000
Q1 2023 May 08, 2023	SELL	$35.21 - $39.8 $15,633 - $17,671	-444 Reduced 4.19%	10,159 $379,000
Q4 2022 Feb 06, 2023	BUY	$32.43 - $38.16 $33,694 - $39,648	1,039 Added 10.86%	10,603 $384,000
Q3 2022 Nov 03, 2022	SELL	$32.24 - $39.24 $128,798 - $156,763	-3,995 Reduced 29.46%	9,564 $308,000
Q2 2022 Jul 29, 2022	BUY	$32.87 - $39.92 $445,684 - $541,275	13,559 New	13,559 $462,000

Others Institutions Holding IFRA

# of Institutions

448

Shares Held

44.3M

Call Options Held

25.2K

Put Options Held

200

View Full List

About ISHARES TR

Ticker IFRA
Sector ETFs
Industry ETFs

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Avidian Wealth Solutions, LLC Ishares Tr Transaction History