Atria Wealth Solutions, Inc. Ishares Tr Core Moderate Alloc Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Core Moderate Alloc stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 18,074 shares of AOM stock, worth $780,254. This represents 0.01% of its overall portfolio holdings.

Number of Shares

18,074

Previous 18,609 2.87%

Holding current value

$780,254

Previous $772,000 0.13%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$40.86 - $42.78 $21,860 - $22,887	-535 Reduced 2.87%	18,074 $773,000
Q4 2023 Feb 02, 2024	BUY	$37.83 - $41.78 $29,810 - $32,922	788 Added 4.42%	18,609 $772,000
Q3 2023 Nov 08, 2023	BUY	$38.81 - $40.84 $197,348 - $207,671	5,085 Added 39.93%	17,821 $693,000
Q2 2023 Aug 03, 2023	SELL	$39.32 - $40.55 $90,200 - $93,021	-2,294 Reduced 15.26%	12,736 $514,000
Q1 2023 Aug 22, 2023	BUY	$38.2 - $40.45 $65,818 - $69,695	1,723 Added 13.53%	14,459 $576,000

Q1 2023 Jun 14, 2023	BUY	$38.2 - $40.45 $21,812 - $23,096	571 Added 3.95%	15,030 $599,000
Q1 2023 May 10, 2023	SELL	$38.2 - $40.45 $21,812 - $23,096	-571 Reduced 3.8%	14,459 $576,000
Q4 2022 Aug 30, 2023	BUY	$36.99 - $39.57 $84,855 - $90,773	2,294 Added 18.01%	15,030 $571,000
Q4 2022 Feb 13, 2023	SELL	$36.99 - $39.57 $322,071 - $344,535	-8,707 Reduced 36.68%	15,030 $571,000
Q3 2022 Nov 14, 2022	BUY	$37.23 - $40.81 $404,950 - $443,890	10,877 Added 84.58%	23,737 $869,000
Q2 2022 Aug 15, 2022	BUY	$38.3 - $43.06 $215,169 - $241,911	5,618 Added 77.58%	12,860 $501,000
Q1 2022 May 16, 2022	BUY	$41.74 - $45.45 $302,281 - $329,148	7,242 New	7,242 $311,000

Others Institutions Holding AOM

# of Institutions

240

Shares Held

10.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

Ticker AOM
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Atria Wealth Solutions, Inc. Ishares Tr Core Moderate Alloc Transaction History