Avidian Wealth Solutions, LLC Ishares Russell 3000 ETF Transaction History

Avidian Wealth Solutions, LLC

  • $2.16 Billion
  • Q4 2024

A detailed history of Avidian Wealth Solutions, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Avidian Wealth Solutions, LLC holds 2,576 shares of IWV stock, worth $857,550. This represents 0.04% of its overall portfolio holdings.

Number of Shares
2,576
Previous 2,063 24.87%
Holding current value
$857,550
Previous $674,000 27.74%
% of portfolio
0.04%
Previous 0.03%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
BUY
$323.08 - $349.08 $165,740 - $179,078
513 Added 24.87%
2,576 $861,000
Q2 2024

Aug 06, 2024
BUY
$283.16 - $309.9 $37,377 - $40,906
132 Added 6.84%
2,063 $636,000
Q4 2023

Feb 06, 2024
BUY
$234.36 - $274.87 $1,171 - $1,374
5 Added 0.26%
1,931 $528,000
Q3 2023

Oct 13, 2023
BUY
$243.9 - $263.56 $469,751 - $507,616
1,926 New
1,926 $471,000

Others Institutions Holding IWV

# of Institutions
926
Shares Held
31.7M
Call Options Held
17.4K
Put Options Held
6.4K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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