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

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

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 40,064 shares of ESGU stock, worth $5.15 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

40,064

Previous 54,934 27.07%

Holding current value

$5.15 Million

Previous $7.08 Million 30.98%

% of portfolio

0.06%

Previous 0.08%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$120.24 - $134.3 $1.79 Million - $2 Million	-14,870 Reduced 27.07%	40,064 $4.88 Million
Q4 2024 Jan 31, 2025	SELL	$124.61 - $133.96 $771,709 - $829,614	-6,193 Reduced 10.13%	54,934 $7.08 Million
Q3 2024 Nov 08, 2024	BUY	$113.45 - $126.18 $58,086 - $64,604	512 Added 0.84%	61,127 $7.71 Million
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

850

Shares Held

95.5M

Call Options Held

Put Options Held

View Full List

About ISHARES TRUST ISHARES ESG AWAR

Ticker ESGU
Sector ETFs
Industry ETFs

More about ESGU

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 Trust Ishares Esg Awar Transaction History