Atria Wealth Solutions, Inc. Ishares Tr Esg Advanced Total Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Esg Advanced Total stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 60,750 shares of EUSB stock, worth $2.59 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

60,750

Previous 59,226 2.57%

Holding current value

$2.59 Million

Previous $2.52 Million 6.79%

% of portfolio

0.03%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$42.09 - $44.64 $64,145 - $68,031	1,524 Added 2.57%	60,750 $2.69 Million
Q2 2024 Jul 22, 2024	SELL	$41.57 - $42.82 $234,579 - $241,633	-5,643 Reduced 8.7%	59,226 $2.52 Million
Q1 2024 May 13, 2024	SELL	$42.24 - $43.27 $83,043 - $85,068	-1,966 Reduced 2.94%	64,869 $2.78 Million
Q4 2023 Feb 02, 2024	SELL	$39.96 - $43.44 $943,175 - $1.03 Million	-23,603 Reduced 26.1%	66,835 $2.89 Million
Q3 2023 Nov 08, 2023	SELL	$40.85 - $42.74 $109,845 - $114,927	-2,689 Reduced 2.89%	90,438 $3.69 Million
Q2 2023 Aug 03, 2023	SELL	$42.34 - $43.55 $3.31 Million - $3.4 Million	-78,148 Reduced 45.63%	93,127 $3.97 Million
Q1 2023 Aug 22, 2023	SELL	$41.9 - $43.76 $2,304 - $2,406	-55 Reduced 0.06%	93,072 $4.02 Million
Q1 2023 Jun 14, 2023	BUY	$41.9 - $43.76 $3.28 Million - $3.42 Million	78,203 Added 84.02%	171,275 $7.4 Million
Q1 2023 May 10, 2023	SELL	$41.9 - $43.76 $3.28 Million - $3.42 Million	-78,203 Reduced 45.66%	93,072 $4.02 Million
Q4 2022 Aug 30, 2023	BUY	$40.69 - $43.22 $3.18 Million - $3.38 Million	78,148 Added 83.92%	171,275 $7.23 Million
Q4 2022 Feb 13, 2023	SELL	$40.69 - $43.22 $183,715 - $195,138	-4,515 Reduced 2.57%	171,275 $7.23 Million
Q3 2022 Nov 14, 2022	BUY	$41.53 - $45.11 $66,406 - $72,130	1,599 Added 0.92%	175,790 $7.36 Million
Q2 2022 Aug 15, 2022	BUY	$42.91 - $46.25 $74,019 - $79,781	1,725 Added 1.0%	174,191 $7.66 Million
Q1 2022 May 16, 2022	BUY	$45.92 - $49.05 $7.92 Million - $8.46 Million	172,466 New	172,466 $8.01 Million

Others Institutions Holding EUSB

# of Institutions

163

Shares Held

13.5M

Call Options Held

Put Options Held

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About ISHARES TR ESG ADVANCED TOTAL

Ticker EUSB
Sector Technology

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Atria Wealth Solutions, Inc. Ishares Tr Esg Advanced Total Transaction History