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

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

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 14,784 shares of AOM stock, worth $684,351. This represents 0.02% of its overall portfolio holdings.

Number of Shares

14,784

Previous 20,900 29.26%

Holding current value

$684,351

Previous $917,000 25.85%

% of portfolio

0.02%

Previous 0.01%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$41.55 - $46.04 $254,119 - $281,580	-6,116 Reduced 29.26%	14,784 $680,000
Q1 2025 May 09, 2025	SELL	$42.93 - $44.71 $42,758 - $44,531	-996 Reduced 4.55%	20,900 $917,000
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

284

Shares Held

12M

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