Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,181 shares of IAK stock, worth $700,574. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,181

Previous 4,666 11.04%

Holding current value

$700,574

Previous $602,000 8.8%

% of portfolio

0.01%

Previous 0.01%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$123.78 - $138.16 $63,746 - $71,152	515 Added 11.04%	5,181 $655,000
Q3 2024 Nov 08, 2024	BUY	$112.0 - $130.47 $149,296 - $173,916	1,333 Added 39.99%	4,666 $602,000
Q2 2024 Jul 22, 2024	BUY	$109.54 - $117.86 $4,381 - $4,714	40 Added 1.21%	3,333 $376,000
Q1 2024 May 13, 2024	SELL	$101.06 - $117.39 $593,020 - $688,844	-5,868 Reduced 64.05%	3,293 $386,000
Q4 2023 Feb 02, 2024	BUY	$89.71 - $100.92 $148,111 - $166,618	1,651 Added 21.98%	9,161 $917,000
Q3 2023 Nov 08, 2023	BUY	$86.28 - $94.91 $647,962 - $712,774	7,510 New	7,510 $688,000
Q1 2023 Jun 14, 2023	BUY	$81.37 - $95.04 $193,904 - $226,480	2,383 New	2,383 $204,000
Q4 2022 Aug 30, 2023	BUY	$81.32 - $94.36 $193,785 - $224,859	2,383 New	2,383 $217,000
Q4 2022 Feb 13, 2023	BUY	$81.32 - $94.36 $193,785 - $224,859	2,383 New	2,383 $217,000

Others Institutions Holding IAK

# of Institutions

167

Shares Held

3.92M

Call Options Held

4.4K

Put Options Held

1.7K

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About ISHARES TR

Ticker IAK
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Atria Wealth Solutions, Inc. Ishares Tr Transaction History