Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 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 10,787 shares of IAT stock, worth $507,744. This represents 0.01% of its overall portfolio holdings.

Number of Shares

10,787

Previous 67,690 84.06%

Holding current value

$507,744

Previous $2.94 Million 84.78%

% of portfolio

0.01%

Previous 0.03%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$39.17 - $43.65 $2.23 Million - $2.48 Million	-56,903 Reduced 84.06%	10,787 $447,000
Q1 2024 May 13, 2024	BUY	$39.12 - $43.38 $1.73 Million - $1.92 Million	44,218 Added 188.39%	67,690 $2.94 Million
Q4 2023 Feb 02, 2024	BUY	$30.98 - $43.2 $19,734 - $27,518	637 Added 2.79%	23,472 $982,000
Q3 2023 Nov 08, 2023	SELL	$32.83 - $39.14 $9,159 - $10,920	-279 Reduced 1.21%	22,835 $767,000
Q2 2023 Aug 03, 2023	SELL	$29.75 - $36.65 $29,512 - $36,356	-992 Reduced 4.12%	23,114 $782,000
Q1 2023 Aug 22, 2023	BUY	$33.67 - $53.61 $221,211 - $352,217	6,570 Added 28.42%	29,684 $1.06 Million
Q1 2023 Jun 14, 2023	SELL	$33.67 - $53.61 $187,811 - $299,036	-5,578 Reduced 18.79%	24,106 $862,000
Q1 2023 May 10, 2023	BUY	$33.67 - $53.61 $187,811 - $299,036	5,578 Added 23.14%	29,684 $1.06 Million
Q4 2022 Aug 30, 2023	BUY	$45.73 - $51.98 $45,364 - $51,564	992 Added 4.29%	24,106 $1.15 Million
Q4 2022 Feb 13, 2023	BUY	$45.73 - $51.98 $273,922 - $311,360	5,990 Added 33.06%	24,106 $1.15 Million
Q3 2022 Feb 13, 2023	SELL	$47.63 - $56.65 $35,627 - $42,374	-748 Reduced 3.97%	18,116 $0
Q3 2022 Nov 14, 2022	BUY	$47.63 - $56.65 $72,731 - $86,504	1,527 Added 8.81%	18,864 $922,000
Q2 2022 Aug 15, 2022	SELL	$47.91 - $57.96 $1.08 Million - $1.31 Million	-22,617 Reduced 56.61%	17,337 $855,000
Q1 2022 May 16, 2022	BUY	$57.43 - $69.28 $2.29 Million - $2.77 Million	39,954 New	39,954 $2.36 Million

Others Institutions Holding IAT

# of Institutions

166

Shares Held

4.99M

Call Options Held

192K

Put Options Held

98.6K

View Full List

About ISHARES TR

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