Atria Wealth Solutions, Inc. Ishares Esg Aware U.S. Aggrega Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Esg Aware U.S. Aggrega stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 76,031 shares of EAGG stock, worth $3.59 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

76,031

Previous 79,012 3.77%

Holding current value

$3.59 Million

Previous $3.84 Million 8.05%

% of portfolio

0.04%

Previous 0.04%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$46.33 - $48.6 $138,109 - $144,876	-2,981 Reduced 3.77%	76,031 $3.53 Million
Q3 2024 Nov 08, 2024	BUY	$46.18 - $48.92 $73,195 - $77,538	1,585 Added 2.05%	79,012 $3.84 Million
Q2 2024 Jul 22, 2024	BUY	$45.65 - $47.02 $65,918 - $67,896	1,444 Added 1.9%	77,427 $3.61 Million
Q1 2024 May 13, 2024	SELL	$46.54 - $47.74 $383,210 - $393,091	-8,234 Reduced 9.78%	75,983 $3.58 Million
Q4 2023 Feb 02, 2024	SELL	$44.12 - $47.93 $156,493 - $170,007	-3,547 Reduced 4.04%	84,217 $4.02 Million
Q3 2023 Nov 08, 2023	BUY	$45.2 - $47.43 $700,961 - $735,544	15,508 Added 21.46%	87,764 $3.98 Million
Q2 2023 Aug 03, 2023	BUY	$46.98 - $48.45 $3.39 Million - $3.5 Million	72,256 New	72,256 $3.41 Million
Q1 2023 Aug 22, 2023	SELL	$46.38 - $48.56 $51,389 - $53,804	-1,108 Reduced 1.53%	71,148 $3.42 Million
Q1 2023 May 10, 2023	BUY	$46.38 - $48.56 $3.08 Million - $3.22 Million	66,371 Added 1389.39%	71,148 $3.42 Million
Q4 2022 Feb 13, 2023	SELL	$45.12 - $48.04 $33,524 - $35,693	-743 Reduced 13.46%	4,777 $223,000
Q3 2022 Nov 14, 2022	BUY	$46.02 - $50.19 $254,030 - $277,048	5,520 New	5,520 $256,000

Others Institutions Holding EAGG

# of Institutions

430

Shares Held

66.9M

Call Options Held

Put Options Held

1.2K

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About ISHARES ESG AWARE U.S. AGGREGA

Ticker EAGG
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Atria Wealth Solutions, Inc. Ishares Esg Aware U.S. Aggrega Transaction History