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

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 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 17,571 shares of IAI stock, worth $3.08 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

17,571

Previous 25,206 30.29%

Holding current value

$3.08 Million

Previous $3.53 Million 15.86%

% of portfolio

0.07%

Previous 0.04%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$122.04 - $169.14 $931,775 - $1.29 Million	-7,635 Reduced 30.29%	17,571 $2.97 Million
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

195

Shares Held

6.25M

Call Options Held

25.7K

Put Options Held

130K

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About ISHARES TR US BROKER-DEALERS &

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