A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 13,049 shares of AOA stock, worth $1.03 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
13,049
Previous 14,757 11.57%
Holding current value
$1.03 Million
Previous $1.1 Million 6.71%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

SELL
$72.11 - $79.05 $123,163 - $135,017
-1,708 Reduced 11.57%
13,049 $1.03 Million
Q2 2024

Jul 22, 2024

BUY
$70.02 - $75.08 $13,933 - $14,940
199 Added 1.37%
14,757 $1.1 Million
Q1 2024

May 13, 2024

BUY
$67.75 - $73.5 $59,755 - $64,827
882 Added 6.45%
14,558 $1.07 Million
Q4 2023

Feb 02, 2024

BUY
$60.96 - $69.28 $252,069 - $286,472
4,135 Added 43.34%
13,676 $944,000
Q3 2023

Nov 08, 2023

SELL
$63.24 - $67.72 $10,877 - $11,647
-172 Reduced 1.77%
9,541 $605,000
Q2 2023

Aug 03, 2023

BUY
$63.04 - $66.51 $5,862 - $6,185
93 Added 0.97%
9,713 $644,000
Q1 2023

Aug 22, 2023

SELL
$59.87 - $64.81 $27,659 - $29,942
-462 Reduced 4.76%
9,251 $588,000
Q1 2023

Jun 14, 2023

BUY
$59.87 - $64.81 $22,092 - $23,914
369 Added 3.99%
9,620 $611,000
Q1 2023

May 10, 2023

SELL
$59.87 - $64.81 $22,092 - $23,914
-369 Reduced 3.84%
9,251 $588,000
Q4 2022

Aug 30, 2023

SELL
$55.07 - $62.69 $5,121 - $5,830
-93 Reduced 0.96%
9,620 $574,000
Q4 2022

Feb 13, 2023

BUY
$55.07 - $62.69 $15,639 - $17,803
284 Added 3.04%
9,620 $574,000
Q3 2022

Feb 13, 2023

SELL
$55.45 - $64.54 $35,155 - $40,918
-634 Reduced 6.36%
9,336 $528,000
Q3 2022

Nov 14, 2022

BUY
$55.45 - $64.54 $55,339 - $64,410
998 Added 11.12%
9,970 $601,000
Q2 2022

Aug 15, 2022

BUY
$58.69 - $69.52 $16,491 - $19,535
281 Added 3.23%
8,972 $537,000
Q1 2022

May 16, 2022

BUY
$65.0 - $73.15 $564,915 - $635,746
8,691 New
8,691 $599,000

Others Institutions Holding AOA

About ISHARES TR CORE AGGRESSIVE ALL


  • Ticker AOA
  • Sector ETFs
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