A detailed history of Atria Investments LLC transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Atria Investments LLC holds 14,370 shares of IAI stock, worth $1.99 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
14,370
Holding current value
$1.99 Million
% of portfolio
0.02%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 13, 2024

BUY
$109.7 - $120.13 $1.58 Million - $1.73 Million
14,370 New
14,370 $1.68 Million
Q1 2023

May 10, 2023

BUY
$87.46 - $104.89 $44,517 - $53,389
509 Added 3.29%
15,999 $1.47 Million
Q4 2022

Jan 31, 2023

BUY
$85.82 - $103.08 $147,867 - $177,606
1,723 Added 12.52%
15,490 $1.49 Million
Q3 2022

Nov 01, 2022

BUY
$81.8 - $99.58 $1.13 Million - $1.37 Million
13,767 New
13,767 $1.18 Million
Q2 2022

Aug 11, 2022

SELL
$81.32 - $99.97 $857,194 - $1.05 Million
-10,541 Closed
0 $0
Q1 2022

May 02, 2022

BUY
$94.42 - $114.54 $129,544 - $157,148
1,372 Added 14.96%
10,541 $1.05 Million
Q4 2021

Feb 04, 2022

SELL
$104.77 - $116.15 $149,716 - $165,978
-1,429 Reduced 13.48%
9,169 $1.01 Million
Q3 2021

Nov 16, 2021

BUY
$97.62 - $110.73 $4,100 - $4,650
42 Added 0.4%
10,598 $1.11 Million
Q2 2021

Aug 10, 2021

BUY
$93.65 - $103.34 $988,569 - $1.09 Million
10,556 New
10,556 $1.08 Million

Others Institutions Holding IAI

About ISHARES TR US BROKER-DEALERS &


  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.