Atria Wealth Solutions, Inc. Ishares Tr Msci Eafe ETF Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Msci Eafe ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 110,392 shares of EFA stock, worth $9.83 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares

110,392

Previous 193,253 42.88%

Holding current value

$9.83 Million

Previous $14.6 Million 38.25%

% of portfolio

0.11%

Previous 0.17%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$74.85 - $84.89 $6.2 Million - $7.03 Million	-82,861 Reduced 42.88%	110,392 $9.02 Million
Q4 2024 Jan 31, 2025	BUY	$75.1 - $82.99 $195,560 - $216,105	2,604 Added 1.37%	193,253 $14.6 Million
Q3 2024 Nov 08, 2024	SELL	$75.32 - $84.37 $372,005 - $416,703	-4,939 Reduced 2.53%	190,649 $15.9 Million
Q2 2024 Jul 22, 2024	BUY	$76.09 - $82.16 $55,317 - $59,730	727 Added 0.37%	195,588 $15.3 Million
Q1 2024 May 13, 2024	BUY	$73.11 - $80.04 $219,403 - $240,200	3,001 Added 1.56%	194,861 $15.6 Million
Q4 2023 Feb 02, 2024	BUY	$65.84 - $75.47 $783,364 - $897,942	11,898 Added 6.61%	191,860 $14.5 Million
Q3 2023 Nov 08, 2023	BUY	$68.56 - $74.46 $362,819 - $394,042	5,292 Added 3.03%	179,962 $12.4 Million
Q2 2023 Aug 03, 2023	BUY	$70.67 - $73.9 $2.25 Million - $2.35 Million	31,788 Added 22.25%	174,670 $12.7 Million
Q1 2023 Aug 22, 2023	SELL	$66.22 - $72.19 $1.91 Million - $2.08 Million	-28,854 Reduced 16.52%	145,816 $10.4 Million
Q1 2023 Jun 14, 2023	SELL	$66.22 - $72.19 $194,289 - $211,805	-2,934 Reduced 2.01%	142,882 $10.2 Million
Q1 2023 May 10, 2023	BUY	$66.22 - $72.19 $173,959 - $189,643	2,627 Added 1.83%	145,816 $10.4 Million
Q4 2022 Aug 30, 2023	SELL	$55.71 - $67.79 $1.77 Million - $2.15 Million	-31,788 Reduced 18.2%	142,882 $9.38 Million
Q4 2022 Feb 13, 2023	BUY	$55.71 - $67.79 $508,298 - $618,515	9,124 Added 6.81%	143,189 $9.4 Million
Q3 2022 Feb 13, 2023	SELL	$55.54 - $66.76 $232,268 - $279,190	-4,182 Reduced 3.03%	134,065 $7.61 Million
Q3 2022 Nov 14, 2022	BUY	$55.54 - $66.76 $1.45 Million - $1.74 Million	26,092 Added 23.26%	138,247 $7.77 Million
Q2 2022 Aug 15, 2022	SELL	$61.48 - $74.59 $546,926 - $663,552	-8,896 Reduced 7.35%	112,155 $7.01 Million
Q1 2022 May 16, 2022	BUY	$66.84 - $79.66 $8.09 Million - $9.64 Million	121,051 New	121,051 $8.91 Million

Others Institutions Holding EFA

# of Institutions

2,276

Shares Held

576M

Call Options Held

57.9M

Put Options Held

76.2M

View Full List

About ISHARES TR MSCI EAFE ETF

Ticker EFA
Sector ETFs
Industry ETFs

More about EFA

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Ishares Tr Msci Eafe ETF Transaction History