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 971,027 shares of USIG stock, worth $48.9 Million. This represents 2.39% of its overall portfolio holdings.

Number of Shares
971,027
Previous 937,083 3.62%
Holding current value
$48.9 Million
Previous $47.1 Million 8.51%
% of portfolio
2.39%
Previous 2.02%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR BROAD USD INBD ETFV


  • Ticker USIG
  • Sector ETFs
  • Industry ETFs
More about USIG
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