Atria Wealth Solutions, Inc. Ishares Msci Eafe Min Vol Fact Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Msci Eafe Min Vol Fact stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 7,737 shares of EFAV stock, worth $656,020. This represents 0.02% of its overall portfolio holdings.

Number of Shares

7,737

Previous 53,980 85.67%

Holding current value

$656,020

Previous $4.21 Million 84.55%

% of portfolio

0.02%

Previous 0.05%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$73.0 - $85.5 $3.38 Million - $3.95 Million	-46,243 Reduced 85.67%	7,737 $650,000
Q1 2025 May 09, 2025	SELL	$69.81 - $78.9 $1 Million - $1.14 Million	-14,389 Reduced 21.05%	53,980 $4.21 Million
Q4 2024 Jan 31, 2025	SELL	$70.1 - $76.53 $8,832 - $9,642	-126 Reduced 0.18%	68,369 $4.83 Million
Q3 2024 Nov 08, 2024	SELL	$69.31 - $77.34 $614,849 - $686,083	-8,871 Reduced 11.47%	68,495 $5.25 Million
Q2 2024 Jul 22, 2024	SELL	$67.82 - $72.36 $216,413 - $230,900	-3,191 Reduced 3.96%	77,366 $5.37 Million
Q1 2024 May 13, 2024	BUY	$67.46 - $71.15 $61,456 - $64,817	911 Added 1.14%	80,557 $5.71 Million
Q4 2023 Feb 02, 2024	SELL	$63.1 - $69.34 $129,670 - $142,493	-2,055 Reduced 2.52%	79,646 $5.52 Million
Q3 2023 Nov 08, 2023	SELL	$65.15 - $69.15 $5,863 - $6,223	-90 Reduced 0.11%	81,701 $5.33 Million
Q2 2023 Aug 03, 2023	SELL	$66.75 - $70.85 $384,813 - $408,450	-5,765 Reduced 6.58%	81,791 $5.52 Million
Q1 2023 Aug 22, 2023	BUY	$63.8 - $67.65 $369,465 - $391,761	5,791 Added 7.08%	87,582 $5.92 Million
Q1 2023 Jun 14, 2023	SELL	$63.8 - $67.65 $1,658 - $1,758	-26 Reduced 0.03%	87,556 $5.92 Million
Q1 2023 May 10, 2023	BUY	$63.8 - $67.65 $127 - $135	2 Added 0.0%	87,582 $5.92 Million
Q4 2022 Aug 30, 2023	BUY	$56.25 - $64.99 $324,281 - $374,667	5,765 Added 7.05%	87,556 $5.57 Million
Q4 2022 Feb 13, 2023	SELL	$56.25 - $64.99 $769,668 - $889,258	-13,683 Reduced 13.51%	87,580 $5.57 Million
Q3 2022 Feb 13, 2023	SELL	$56.69 - $65.94 $919,171 - $1.07 Million	-16,214 Reduced 13.8%	101,263 $5.84 Million
Q3 2022 Nov 14, 2022	SELL	$56.69 - $65.94 $251,193 - $292,180	-4,431 Reduced 3.63%	117,477 $6.87 Million
Q2 2022 Aug 15, 2022	SELL	$61.24 - $72.68 $407,613 - $483,758	-6,656 Reduced 5.18%	121,908 $7.72 Million
Q1 2022 May 16, 2022	BUY	$67.73 - $76.65 $8.71 Million - $9.85 Million	128,564 New	128,564 $9.27 Million

Others Institutions Holding EFAV

# of Institutions

579

Shares Held

37.5M

Call Options Held

Put Options Held

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About ISHARES MSCI EAFE MIN VOL FACT

Ticker EFAV
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Atria Wealth Solutions, Inc. Ishares Msci Eafe Min Vol Fact Transaction History