Atria Wealth Solutions, Inc. Ishares Esg Advanced Msci Eafe Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Esg Advanced Msci Eafe stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 53,800 shares of DMXF stock, worth $3.73 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

53,800

Previous 49,857 7.91%

Holding current value

$3.73 Million

Previous $3.59 Million 3.2%

% of portfolio

0.04%

Previous 0.04%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	$64.62 - $71.43 $254,796 - $281,648	3,943 Added 7.91%	53,800 $3.48 Million
Q3 2024 Nov 08, 2024	BUY	$64.83 - $72.82 $795,204 - $893,210	12,266 Added 32.63%	49,857 $3.59 Million
Q2 2024 Jul 22, 2024	SELL	$64.36 - $70.16 $8,173 - $8,910	-127 Reduced 0.34%	37,591 $2.53 Million
Q1 2024 May 13, 2024	SELL	$62.17 - $69.12 $50,979 - $56,678	-820 Reduced 2.13%	37,718 $2.57 Million
Q4 2023 Feb 02, 2024	BUY	$54.4 - $64.25 $46,784 - $55,255	860 Added 2.28%	38,538 $2.46 Million
Q3 2023 Nov 08, 2023	BUY	$56.74 - $62.52 $77,052 - $84,902	1,358 Added 3.74%	37,678 $2.15 Million
Q2 2023 Aug 03, 2023	BUY	$59.18 - $61.93 $195,885 - $204,988	3,310 Added 10.03%	36,320 $2.21 Million
Q1 2023 Aug 22, 2023	SELL	$54.76 - $60.35 $141,280 - $155,703	-2,580 Reduced 7.1%	33,740 $2.01 Million
Q1 2023 Jun 14, 2023	SELL	$54.76 - $60.35 $39,974 - $44,055	-730 Reduced 2.16%	33,010 $1.97 Million
Q1 2023 May 10, 2023	BUY	$54.76 - $60.35 $39,974 - $44,055	730 Added 2.21%	33,740 $2.01 Million
Q4 2022 Aug 30, 2023	SELL	$45.93 - $56.24 $152,028 - $186,154	-3,310 Reduced 9.11%	33,010 $1.79 Million
Q4 2022 Feb 13, 2023	BUY	$45.93 - $56.24 $90,849 - $111,242	1,978 Added 6.37%	33,010 $1.79 Million
Q3 2022 Nov 14, 2022	BUY	$46.24 - $56.04 $22,750 - $27,571	492 Added 1.61%	31,032 $1.45 Million
Q2 2022 Aug 15, 2022	SELL	$50.93 - $62.33 $26,381 - $32,286	-518 Reduced 1.67%	30,540 $1.59 Million
Q1 2022 May 16, 2022	BUY	$56.09 - $69.19 $1.74 Million - $2.15 Million	31,058 New	31,058 $1.9 Million

Others Institutions Holding DMXF

# of Institutions

228

Shares Held

9.83M

Call Options Held

Put Options Held

View Full List

About ISHARES ESG ADVANCED MSCI EAFE

Ticker DMXF
Sector Technology

More about DMXF

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Atria Wealth Solutions, Inc. Ishares Esg Advanced Msci Eafe Transaction History