Avidian Wealth Solutions, LLC Ishares Tr Russell 1000 ETF Transaction History

Avidian Wealth Solutions, LLC

$2.16 Billion
Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 25,948 shares of IWB stock, worth $8.34 Million. This represents 0.39% of its overall portfolio holdings.

Number of Shares

25,948

Previous 25,757 0.74%

Holding current value

$8.34 Million

Previous $8.1 Million 3.24%

% of portfolio

0.39%

Previous 0.38%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 29, 2025	BUY	$311.11 - $335.64 $59,422 - $64,107	191 Added 0.74%	25,948 $8.36 Million
Q3 2024 Oct 30, 2024	BUY	$283.28 - $314.39 $41,642 - $46,215	147 Added 0.57%	25,757 $8.1 Million
Q2 2024 Aug 06, 2024	BUY	$272.21 - $298.72 $201,163 - $220,754	739 Added 2.97%	25,610 $7.62 Million
Q1 2024 May 03, 2024	BUY	$257.46 - $288.1 $107,103 - $119,849	416 Added 1.7%	24,871 $7.16 Million
Q4 2023 Feb 06, 2024	BUY	$225.16 - $263.17 $277,622 - $324,488	1,233 Added 5.31%	24,455 $6.41 Million
Q3 2023 Oct 13, 2023	BUY	$234.05 - $252.17 $420,821 - $453,401	1,798 Added 8.39%	23,222 $5.46 Million
Q2 2023 Aug 03, 2023	BUY	$221.85 - $243.74 $476,533 - $523,553	2,148 Added 11.14%	21,424 $5.22 Million
Q1 2023 May 08, 2023	BUY	$208.78 - $230.55 $360,980 - $398,620	1,729 Added 9.85%	19,276 $4.34 Million
Q4 2022 Feb 06, 2023	BUY	$196.94 - $224.49 $32,101 - $36,591	163 Added 0.94%	17,547 $3.69 Million
Q3 2022 Nov 03, 2022	SELL	$197.33 - $237.63 $279,813 - $336,959	-1,418 Reduced 7.54%	17,384 $3.43 Million
Q2 2022 Jul 29, 2022	BUY	$201.03 - $253.2 $58,499 - $73,681	291 Added 1.57%	18,802 $3.91 Million
Q1 2022 May 10, 2022	SELL	$230.48 - $266.11 $5,301 - $6,120	-23 Reduced 0.12%	18,511 $4.63 Million
Q4 2021 Feb 14, 2022	BUY	$241.33 - $266.02 $4.47 Million - $4.93 Million	18,534 New	18,534 $4.9 Million

Others Institutions Holding IWB

# of Institutions

1,469

Shares Held

98.1M

Call Options Held

79.9K

Put Options Held

306K

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About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
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Avidian Wealth Solutions, LLC Ishares Tr Russell 1000 ETF Transaction History