Atria Wealth Solutions, Inc. Ishares Msci Global Min Vol Fa Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Msci Global Min Vol Fa stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 6,196 shares of ACWV stock, worth $729,888. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,196

Previous 21,410 71.06%

Holding current value

$729,888

Previous $2.34 Million 69.15%

% of portfolio

0.01%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$107.24 - $116.37 $1.63 Million - $1.77 Million	-15,214 Reduced 71.06%	6,196 $721,000
Q4 2024 Jan 31, 2025	BUY	$108.6 - $115.42 $1.43 Million - $1.52 Million	13,170 Added 159.83%	21,410 $2.34 Million
Q3 2024 Nov 08, 2024	BUY	$104.5 - $114.97 $184,442 - $202,922	1,765 Added 27.26%	8,240 $943,000
Q2 2024 Jul 22, 2024	BUY	$100.94 - $106.2 $504 - $531	5 Added 0.08%	6,475 $677,000
Q1 2024 May 13, 2024	SELL	$100.31 - $105.34 $601 - $632	-6 Reduced 0.09%	6,470 $681,000
Q4 2023 Feb 02, 2024	SELL	$93.0 - $101.11 $125,643 - $136,599	-1,351 Reduced 17.26%	6,476 $649,000
Q3 2023 Nov 08, 2023	SELL	$95.42 - $100.13 $3,053 - $3,204	-32 Reduced 0.41%	7,827 $746,000
Q2 2023 Aug 03, 2023	BUY	$96.17 - $100.07 $197,533 - $205,543	2,054 Added 35.38%	7,859 $770,000
Q1 2023 Aug 22, 2023	SELL	$92.42 - $97.48 $225,874 - $238,241	-2,444 Reduced 31.1%	5,415 $523,000
Q1 2023 Jun 14, 2023	BUY	$92.42 - $97.48 $36,043 - $38,017	390 Added 7.2%	5,805 $561,000
Q1 2023 May 10, 2023	SELL	$92.42 - $97.48 $319,311 - $336,793	-3,455 Reduced 38.95%	5,415 $523,000
Q4 2022 Aug 30, 2023	SELL	$87.85 - $98.82 $180,443 - $202,976	-2,054 Reduced 26.14%	5,805 $551,000
Q4 2022 Feb 13, 2023	SELL	$87.85 - $98.82 $11,508 - $12,945	-131 Reduced 1.46%	8,870 $842,000
Q3 2022 Feb 13, 2023	SELL	$88.56 - $100.05 $1.23 Million - $1.39 Million	-13,875 Reduced 60.65%	9,001 $0
Q3 2022 Nov 14, 2022	BUY	$88.56 - $100.05 $1.76 Million - $1.99 Million	19,914 Added 672.32%	22,876 $2.13 Million
Q2 2022 Aug 15, 2022	SELL	$90.98 - $107.0 $380,933 - $448,009	-4,187 Reduced 58.57%	2,962 $280,000
Q1 2022 May 16, 2022	BUY	$99.35 - $107.85 $710,253 - $771,019	7,149 New	7,149 $749,000

Others Institutions Holding ACWV

# of Institutions

371

Shares Held

20.7M

Call Options Held

4.8K

Put Options Held

2.6K

View Full List

About ISHARES MSCI GLOBAL MIN VOL FA

Ticker ACWV
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Atria Wealth Solutions, Inc. Ishares Msci Global Min Vol Fa Transaction History