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

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 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 21,896 shares of AOM stock, worth $967,584. This represents 0.01% of its overall portfolio holdings.

Number of Shares

21,896

Previous 20,134 8.75%

Holding current value

$967,584

Previous $908,000 4.74%

% of portfolio

0.01%

Previous 0.01%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$43.44 - $45.05 $76,541 - $79,378	1,762 Added 8.75%	21,896 $951,000
Q3 2024 Nov 08, 2024	BUY	$42.66 - $45.18 $77,427 - $82,001	1,815 Added 9.91%	20,134 $908,000
Q2 2024 Jul 22, 2024	BUY	$41.17 - $43.25 $10,086 - $10,596	245 Added 1.36%	18,319 $787,000
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	$36.07 - $39.57 $82,744 - $90,773	2,294 Added 18.01%	15,030 $571,000
Q4 2022 Feb 13, 2023	SELL	$36.07 - $39.57 $314,061 - $344,535	-8,707 Reduced 36.68%	15,030 $571,000
Q3 2022 Nov 14, 2022	BUY	$36.57 - $40.81 $397,771 - $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

266

Shares Held

12.3M

Call Options Held

Put Options Held

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About ISHARES TR CORE MODERATE ALLOC

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