Atria Wealth Solutions, Inc. Ishares Trust Ishares Esg Awar Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Trust Ishares Esg Awar stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 60,615 shares of ESGU stock, worth $7.62 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

60,615

Previous 93,684 35.3%

Holding current value

$7.62 Million

Previous $10.8 Million 32.84%

% of portfolio

0.08%

Previous 0.12%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$108.69 - $119.84 $3.59 Million - $3.96 Million	-33,069 Reduced 35.3%	60,615 $7.23 Million
Q1 2024 May 13, 2024	SELL	$102.91 - $114.96 $10.1 Million - $11.2 Million	-97,734 Reduced 51.06%	93,684 $10.8 Million
Q4 2023 Feb 02, 2024	SELL	$89.99 - $105.25 $2.76 Million - $3.23 Million	-30,663 Reduced 13.81%	191,418 $20.1 Million
Q3 2023 Nov 08, 2023	SELL	$93.48 - $100.86 $7.64 Million - $8.24 Million	-81,717 Reduced 26.9%	222,081 $20.9 Million
Q2 2023 Aug 03, 2023	SELL	$88.97 - $97.46 $32.1 Million - $35.1 Million	-360,429 Reduced 54.26%	303,798 $29.6 Million
Q1 2023 Aug 22, 2023	BUY	$84.05 - $92.64 $1.71 Million - $1.89 Million	20,366 Added 6.7%	324,164 $29.3 Million
Q1 2023 Jun 14, 2023	BUY	$84.05 - $92.64 $28.6 Million - $31.5 Million	340,063 Added 104.9%	664,227 $60.1 Million
Q1 2023 May 10, 2023	SELL	$84.05 - $92.64 $28.6 Million - $31.5 Million	-340,430 Reduced 51.22%	324,164 $29.3 Million
Q4 2022 Aug 30, 2023	BUY	$79.22 - $90.53 $28.6 Million - $32.6 Million	360,429 Added 118.64%	664,227 $56.3 Million
Q4 2022 Feb 13, 2023	SELL	$79.22 - $90.53 $7.07 Million - $8.07 Million	-89,190 Reduced 11.83%	664,594 $56.3 Million
Q3 2022 Feb 13, 2023	SELL	$79.41 - $95.97 $9.08 Million - $11 Million	-114,377 Reduced 13.17%	753,784 $61.9 Million
Q3 2022 Nov 14, 2022	SELL	$79.41 - $95.97 $406,896 - $491,750	-5,124 Reduced 0.59%	868,161 $69.6 Million
Q2 2022 Aug 15, 2022	SELL	$81.27 - $102.58 $3.94 Million - $4.97 Million	-48,447 Reduced 5.26%	873,285 $73.3 Million
Q1 2022 May 16, 2022	BUY	$93.13 - $108.44 $85.8 Million - $100 Million	921,732 New	921,732 $93.4 Million

Others Institutions Holding ESGU

# of Institutions

802

Shares Held

97.5M

Call Options Held

Put Options Held

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Atria Wealth Solutions, Inc. Ishares Trust Ishares Esg Awar Transaction History