Atria Wealth Solutions, Inc. Ishares Tr Core Conservative A Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Core Conservative A stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 18,555 shares of AOK stock, worth $745,725. This represents 0.02% of its overall portfolio holdings.

Number of Shares

18,555

Previous 29,482 37.06%

Holding current value

$745,725

Previous $1.11 Million 34.72%

% of portfolio

0.02%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$36.09 - $39.07 $394,355 - $426,917	-10,927 Reduced 37.06%	18,555 $724,000
Q1 2025 May 09, 2025	BUY	$36.86 - $38.15 $217,474 - $225,085	5,900 Added 25.02%	29,482 $1.11 Million
Q4 2024 Jan 31, 2025	SELL	$37.3 - $38.64 $124,208 - $128,671	-3,330 Reduced 12.37%	23,582 $879,000
Q3 2024 Nov 08, 2024	SELL	$36.8 - $38.71 $27,783 - $29,226	-755 Reduced 2.73%	26,912 $1.04 Million
Q2 2024 Jul 22, 2024	SELL	$35.66 - $37.13 $148,951 - $155,092	-4,177 Reduced 13.12%	27,667 $1.02 Million
Q1 2024 May 13, 2024	SELL	$35.65 - $36.85 $14,616 - $15,108	-410 Reduced 1.27%	31,844 $1.17 Million
Q4 2023 Feb 02, 2024	SELL	$33.17 - $36.3 $130,424 - $142,731	-3,932 Reduced 10.87%	32,254 $1.17 Million
Q3 2023 Nov 08, 2023	SELL	$33.87 - $35.64 $381,714 - $401,662	-11,270 Reduced 23.75%	36,186 $1.23 Million
Q2 2023 Aug 03, 2023	SELL	$34.52 - $35.41 $285,998 - $293,371	-8,285 Reduced 14.86%	47,456 $1.67 Million
Q1 2023 Aug 22, 2023	BUY	$33.78 - $35.5 $232,575 - $244,417	6,885 Added 14.51%	54,341 $1.9 Million
Q1 2023 Jun 14, 2023	BUY	$33.78 - $35.5 $47,292 - $49,700	1,400 Added 2.58%	55,741 $1.95 Million
Q1 2023 May 10, 2023	SELL	$33.78 - $35.5 $47,292 - $49,700	-1,400 Reduced 2.51%	54,341 $1.9 Million
Q4 2022 Aug 30, 2023	BUY	$32.15 - $34.82 $266,362 - $288,483	8,285 Added 17.46%	55,741 $1.87 Million
Q4 2022 Feb 13, 2023	SELL	$32.15 - $34.82 $389,690 - $422,053	-12,121 Reduced 17.86%	55,741 $1.87 Million
Q3 2022 Feb 13, 2023	SELL	$32.47 - $35.96 $6,494 - $7,192	-200 Reduced 0.29%	67,862 $2.24 Million
Q3 2022 Nov 14, 2022	SELL	$32.47 - $35.96 $91,727 - $101,587	-2,825 Reduced 3.99%	68,062 $2.24 Million
Q2 2022 Aug 15, 2022	BUY	$33.89 - $37.78 $1.51 Million - $1.68 Million	44,458 Added 168.22%	70,887 $2.45 Million
Q1 2022 May 16, 2022	BUY	$36.82 - $39.84 $973,115 - $1.05 Million	26,429 New	26,429 $995,000

Others Institutions Holding AOK

# of Institutions

175

Shares Held

5.24M

Call Options Held

Put Options Held

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Atria Wealth Solutions, Inc. Ishares Tr Core Conservative A Transaction History