Atria Wealth Solutions, Inc. Ishares Core U.S. Aggregate Bo Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Core U.S. Aggregate Bo stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 277,775 shares of AGG stock, worth $27.3 Million. This represents 0.35% of its overall portfolio holdings.

Number of Shares

277,775

Previous 321,104 13.49%

Holding current value

$27.3 Million

Previous $31.1 Million 11.69%

% of portfolio

0.35%

Previous 0.36%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$95.85 - $99.25 $4.15 Million - $4.3 Million	-43,329 Reduced 13.49%	277,775 $27.5 Million
Q4 2024 Jan 31, 2025	SELL	$96.64 - $101.23 $18.9 Million - $19.8 Million	-195,281 Reduced 37.82%	321,104 $31.1 Million
Q3 2024 Nov 08, 2024	BUY	$96.25 - $101.98 $3.97 Million - $4.21 Million	41,254 Added 8.68%	516,385 $52.3 Million
Q2 2024 Jul 22, 2024	BUY	$95.11 - $97.92 $2.01 Million - $2.07 Million	21,111 Added 4.65%	475,131 $46.1 Million
Q1 2024 May 13, 2024	BUY	$96.75 - $99.37 $1.41 Million - $1.44 Million	14,526 Added 3.31%	454,020 $44.5 Million
Q4 2023 Feb 02, 2024	BUY	$91.67 - $99.66 $4.91 Million - $5.34 Million	53,551 Added 13.88%	439,494 $43.6 Million
Q3 2023 Nov 08, 2023	BUY	$93.85 - $98.43 $4.06 Million - $4.26 Million	43,284 Added 12.63%	385,943 $36.3 Million
Q2 2023 Aug 03, 2023	BUY	$97.49 - $100.53 $5.15 Million - $5.32 Million	52,874 Added 18.25%	342,659 $33.6 Million
Q1 2023 Aug 22, 2023	SELL	$96.32 - $100.79 $2.44 Million - $2.55 Million	-25,325 Reduced 7.39%	317,334 $31.6 Million
Q1 2023 Jun 14, 2023	SELL	$96.32 - $100.79 $2.65 Million - $2.78 Million	-27,549 Reduced 8.68%	289,785 $28.9 Million
Q1 2023 May 10, 2023	BUY	$96.32 - $100.79 $2.65 Million - $2.77 Million	27,504 Added 9.49%	317,334 $31.6 Million
Q4 2022 Aug 30, 2023	SELL	$93.63 - $99.69 $4.95 Million - $5.27 Million	-52,874 Reduced 15.43%	289,785 $28.1 Million
Q4 2022 Feb 13, 2023	BUY	$93.63 - $99.69 $1.93 Million - $2.05 Million	20,587 Added 7.65%	289,830 $28.1 Million
Q3 2022 Feb 13, 2023	SELL	$95.54 - $104.23 $182,672 - $199,287	-1,912 Reduced 0.71%	269,243 $0
Q3 2022 Nov 14, 2022	BUY	$95.54 - $104.23 $7.19 Million - $7.85 Million	75,290 Added 38.44%	271,155 $26.8 Million
Q2 2022 Aug 15, 2022	SELL	$99.01 - $106.84 $2.91 Million - $3.14 Million	-29,407 Reduced 13.05%	195,865 $19.9 Million
Q1 2022 May 16, 2022	BUY	$106.1 - $113.3 $23.9 Million - $25.5 Million	225,272 New	225,272 $24.1 Million

Others Institutions Holding AGG

# of Institutions

2,167

Shares Held

1.26B

Call Options Held

110K

Put Options Held

10.2K

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About ISHARES CORE U.S. AGGREGATE BO

Ticker AGG
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Atria Wealth Solutions, Inc. Ishares Core U.S. Aggregate Bo Transaction History