Atria Wealth Solutions, Inc. Ishares Tr Us Broker Dealers & Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 25,206 shares of IAI stock, worth $3.9 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
25,206
Previous 39,556 36.28%
Holding current value
$3.9 Million
Previous $5.7 Million 38.05%
% of portfolio
0.04%
Previous 0.07%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$134.68 - $159.3 $1.93 Million - $2.29 Million
-14,350 Reduced 36.28%
25,206 $3.53 Million
Q4 2024

Jan 31, 2025
BUY
$127.59 - $153.41 $3.16 Million - $3.8 Million
24,764 Added 167.41%
39,556 $5.7 Million
Q3 2024

Nov 08, 2024
BUY
$115.73 - $128.74 $41,547 - $46,217
359 Added 2.49%
14,792 $1.9 Million
Q2 2024

Jul 22, 2024
BUY
$109.7 - $120.13 $964,153 - $1.06 Million
8,789 Added 155.72%
14,433 $1.69 Million
Q1 2024

May 13, 2024
BUY
$103.68 - $116.01 $585,169 - $654,760
5,644 New
5,644 $654,000
Q1 2023

Jun 14, 2023
BUY
$87.46 - $104.89 $422,081 - $506,199
4,826 New
4,826 $442,000
Q4 2022

Aug 30, 2023
BUY
$85.82 - $103.08 $414,167 - $497,464
4,826 New
4,826 $463,000
Q4 2022

Feb 13, 2023
BUY
$85.82 - $103.08 $325,429 - $390,879
3,792 Added 83.38%
8,340 $801,000
Q3 2022

Nov 14, 2022
BUY
$81.8 - $99.58 $25,603 - $31,168
313 Added 7.39%
4,548 $388,000
Q2 2022

Aug 15, 2022
BUY
$81.32 - $99.97 $16,589 - $20,393
204 Added 5.06%
4,235 $356,000
Q1 2022

May 16, 2022
BUY
$94.42 - $114.54 $380,607 - $461,710
4,031 New
4,031 $403,000

Others Institutions Holding IAI

# of Institutions
196
Shares Held
6.7M
Call Options Held
38K
Put Options Held
103K
View Full List

About ISHARES TR US BROKER-DEALERS &

IAI Quotes by TradingView
  • Ticker IAI
  • Sector ETFs
  • Industry ETFs
More about IAI
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