A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 28,023 shares of ICLN stock, worth $413,899. This represents 0.0% of its overall portfolio holdings.

Number of Shares
28,023
Previous 36,628 23.49%
Holding current value
$413,899
Previous $512,000 27.15%
% of portfolio
0.0%
Previous 0.01%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

SELL
$13.02 - $15.08 $112,037 - $129,763
-8,605 Reduced 23.49%
28,023 $373,000
Q1 2024

May 13, 2024

SELL
$13.42 - $15.39 $108,205 - $124,089
-8,063 Reduced 18.04%
36,628 $512,000
Q4 2023

Feb 02, 2024

SELL
$12.86 - $15.73 $232,534 - $284,429
-18,082 Reduced 28.81%
44,691 $695,000
Q3 2023

Nov 08, 2023

SELL
$14.59 - $19.04 $84,767 - $110,622
-5,810 Reduced 8.47%
62,773 $917,000
Q2 2023

Aug 03, 2023

SELL
$17.78 - $19.91 $66,586 - $74,562
-3,745 Reduced 5.18%
68,583 $1.26 Million
Q1 2023

Aug 22, 2023

BUY
$18.32 - $21.36 $160,025 - $186,579
8,735 Added 12.74%
77,318 $1.53 Million
Q1 2023

Jun 14, 2023

SELL
$18.32 - $21.36 $91,416 - $106,586
-4,990 Reduced 6.45%
72,328 $1.43 Million
Q1 2023

May 10, 2023

BUY
$18.32 - $21.36 $70,037 - $81,659
3,823 Added 5.2%
77,318 $1.53 Million
Q4 2022

Aug 30, 2023

BUY
$17.54 - $21.27 $65,687 - $79,656
3,745 Added 5.46%
72,328 $1.44 Million
Q4 2022

Feb 13, 2023

SELL
$17.54 - $21.27 $57,250 - $69,425
-3,264 Reduced 4.25%
73,495 $1.46 Million
Q3 2022

Feb 13, 2023

SELL
$18.81 - $23.61 $3,329 - $4,178
-177 Reduced 0.23%
76,759 $1.54 Million
Q3 2022

Nov 14, 2022

BUY
$18.81 - $23.61 $532,228 - $668,044
28,295 Added 58.17%
76,936 $1.48 Million
Q2 2022

Aug 15, 2022

SELL
$16.82 - $22.08 $418,582 - $549,482
-24,886 Reduced 33.85%
48,641 $927,000
Q1 2022

May 16, 2022

BUY
$17.57 - $21.52 $1.29 Million - $1.58 Million
73,527 New
73,527 $1.58 Million

Others Institutions Holding ICLN

About ISHARES


  • Ticker ICLN
  • Sector ETFs
  • Industry ETFs
More about ICLN
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.