Atria Wealth Solutions, Inc. Ishares Tr Core Aggressive All Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

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 4,794 shares of AOA stock, worth $387,115. This represents 0.0% of its overall portfolio holdings.

Number of Shares
4,794
Previous 4,794 -0.0%
Holding current value
$387,115
Previous $367,000 0.27%
% of portfolio
0.0%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$76.61 - $79.88 $632,415 - $659,409
-8,255 Reduced 63.26%
4,794 $367,000
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

# of Institutions
372
Shares Held
8.98M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR CORE AGGRESSIVE ALL

AOA Quotes by TradingView
  • Ticker AOA
  • Sector ETFs
  • Industry ETFs
More about AOA
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. 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 Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email