Atria Wealth Solutions, Inc. Ishares Tr U S Utils ETF Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 13,888 shares of IDU stock, worth $1.34 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

13,888

Previous 12,667 9.64%

Holding current value

$1.34 Million

Previous $1.11 Million 27.22%

% of portfolio

0.02%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$87.2 - $102.21 $106,471 - $124,798	1,221 Added 9.64%	13,888 $1.42 Million
Q2 2024 Jul 22, 2024	SELL	$80.91 - $92.63 $432,221 - $494,829	-5,342 Reduced 29.66%	12,667 $1.11 Million
Q1 2024 May 13, 2024	SELL	$76.16 - $84.52 $98,170 - $108,946	-1,289 Reduced 6.68%	18,009 $1.52 Million
Q4 2023 Feb 02, 2024	SELL	$70.39 - $82.51 $104,951 - $123,022	-1,491 Reduced 7.17%	19,298 $1.54 Million
Q3 2023 Nov 08, 2023	SELL	$73.46 - $85.26 $114,156 - $132,494	-1,554 Reduced 6.96%	20,789 $1.53 Million
Q2 2023 Aug 03, 2023	BUY	$79.78 - $86.19 $125,254 - $135,318	1,570 Added 7.56%	22,343 $1.83 Million
Q1 2023 Aug 22, 2023	SELL	$78.76 - $88.37 $60,330 - $67,691	-766 Reduced 3.43%	21,577 $1.81 Million
Q1 2023 Jun 14, 2023	SELL	$78.76 - $88.37 $63,323 - $71,049	-804 Reduced 3.73%	20,773 $1.74 Million
Q1 2023 May 10, 2023	BUY	$78.76 - $88.37 $63,323 - $71,049	804 Added 3.87%	21,577 $1.81 Million
Q4 2022 Aug 30, 2023	SELL	$76.38 - $89.16 $119,916 - $139,981	-1,570 Reduced 7.03%	20,773 $1.8 Million
Q4 2022 Feb 13, 2023	BUY	$76.38 - $89.16 $102,731 - $119,920	1,345 Added 6.92%	20,773 $1.8 Million
Q3 2022 Nov 14, 2022	BUY	$81.13 - $95.89 $42,674 - $50,438	526 Added 2.78%	19,428 $1.58 Million
Q2 2022 Aug 15, 2022	BUY	$78.85 - $93.89 $501,407 - $597,046	6,359 Added 50.7%	18,902 $1.62 Million
Q1 2022 May 16, 2022	BUY	$79.56 - $91.11 $997,921 - $1.14 Million	12,543 New	12,543 $1.14 Million

Others Institutions Holding IDU

# of Institutions

283

Shares Held

7.81M

Call Options Held

Put Options Held

View Full List

About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

More about IDU

Track This Portfolio

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.

Account

Atria Wealth Solutions, Inc. Ishares Tr U S Utils ETF Transaction History