Atria Wealth Solutions, Inc. Ishares Tr Core Growth Allocat Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Core Growth Allocat stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 13,509 shares of AOR stock, worth $783,251. This represents 0.01% of its overall portfolio holdings.

Number of Shares

13,509

Previous 13,326 1.37%

Holding current value

$783,251

Previous $750,000 6.67%

% of portfolio

0.01%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$55.15 - $59.31 $10,092 - $10,853	183 Added 1.37%	13,509 $800,000
Q2 2024 Jul 22, 2024	BUY	$53.33 - $56.61 $347,551 - $368,927	6,517 Added 95.71%	13,326 $750,000
Q1 2024 May 13, 2024	BUY	$52.25 - $55.68 $5,852 - $6,236	112 Added 1.67%	6,809 $379,000
Q4 2023 Feb 02, 2024	BUY	$47.73 - $53.4 $3,579 - $4,005	75 Added 1.13%	6,697 $356,000
Q3 2023 Nov 08, 2023	SELL	$49.22 - $52.2 $319,782 - $339,143	-6,497 Reduced 49.52%	6,622 $327,000
Q2 2023 Aug 03, 2023	SELL	$49.42 - $51.49 $1.14 Million - $1.19 Million	-23,132 Reduced 63.81%	13,119 $674,000
Q1 2023 Aug 22, 2023	BUY	$47.5 - $50.91 $16,957 - $18,174	357 Added 2.72%	13,476 $674,000
Q1 2023 Jun 14, 2023	BUY	$47.5 - $50.91 $1.08 Million - $1.16 Million	22,775 Added 169.0%	36,251 $1.81 Million
Q1 2023 May 10, 2023	SELL	$47.5 - $50.91 $1.08 Million - $1.16 Million	-22,775 Reduced 62.83%	13,476 $674,000
Q4 2022 Aug 30, 2023	BUY	$44.27 - $49.42 $1.02 Million - $1.14 Million	23,132 Added 176.32%	36,251 $1.71 Million
Q4 2022 Feb 13, 2023	BUY	$44.27 - $49.42 $1.05 Million - $1.17 Million	23,675 Added 188.26%	36,251 $1.71 Million
Q3 2022 Nov 14, 2022	SELL	$44.78 - $50.98 $270,023 - $307,409	-6,030 Reduced 32.41%	12,576 $563,000
Q2 2022 Aug 15, 2022	BUY	$47.07 - $54.22 $395,811 - $455,935	8,409 Added 82.47%	18,606 $893,000
Q1 2022 May 16, 2022	BUY	$51.69 - $57.18 $527,082 - $583,064	10,197 New	10,197 $550,000

Others Institutions Holding AOR

# of Institutions

366

Shares Held

14.4M

Call Options Held

Put Options Held

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About ISHARES TR CORE GROWTH ALLOCAT

Ticker AOR
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Ishares Tr Core Growth Allocat Transaction History