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

Atria Wealth Solutions, Inc.

  • $8.79 Billion
  • Q2 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 12,667 shares of IDU stock, worth $1.26 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares
12,667
Previous 18,009 29.66%
Holding current value
$1.26 Million
Previous $1.52 Million 26.87%
% of portfolio
0.01%
Previous 0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
273
Shares Held
7.02M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR U S UTILS ETF

IDU Quotes by TradingView
  • Ticker IDU
  • Sector ETFs
  • Industry ETFs
More about IDU
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.

Choose your preferred platform and Sign Up 👇 Telegram Email