Avidian Wealth Solutions, LLC Ishares Russell 2000 Gwt ETF Transaction History

Avidian Wealth Solutions, LLC

$2.13 Billion
Q3 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Russell 2000 Gwt ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 28,457 shares of IWO stock, worth $8.33 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

28,457

Previous 30,453 6.55%

Holding current value

$8.33 Million

Previous $7.99 Million 1.09%

% of portfolio

0.38%

Previous 0.34%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$256.4 - $289.78 $511,774 - $578,400	-1,996 Reduced 6.55%	28,457 $8.08 Million
Q2 2024 Aug 06, 2024	SELL	$245.29 - $268.7 $665,471 - $728,983	-2,713 Reduced 8.18%	30,453 $7.99 Million
Q1 2024 May 03, 2024	SELL	$239.5 - $270.8 $549,652 - $621,486	-2,295 Reduced 6.47%	33,166 $8.98 Million
Q4 2023 Feb 06, 2024	SELL	$204.07 - $257.57 $2.62 Million - $3.3 Million	-12,825 Reduced 26.56%	35,461 $8.94 Million
Q3 2023 Oct 13, 2023	SELL	$221.24 - $254.04 $882,526 - $1.01 Million	-3,989 Reduced 7.63%	48,286 $10.8 Million
Q2 2023 Aug 03, 2023	BUY	$219.8 - $242.66 $2.25 Million - $2.49 Million	10,243 Added 24.37%	52,275 $12.7 Million
Q1 2023 May 08, 2023	BUY	$212.51 - $245.01 $8.93 Million - $10.3 Million	42,032 New	42,032 $9.53 Million

Others Institutions Holding IWO

# of Institutions

1,058

Shares Held

32.3M

Call Options Held

178K

Put Options Held

176K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

Ticker IWO
Sector ETFs
Industry ETFs

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Avidian Wealth Solutions, LLC Ishares Russell 2000 Gwt ETF Transaction History