Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 38,544 shares of IDV stock, worth $1.4 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
38,544
Previous 52,048 25.95%
Holding current value
$1.4 Million
Previous $1.61 Million 17.6%
% of portfolio
0.03%
Previous 0.02%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$27.79 - $34.84 $375,276 - $470,479
-13,504 Reduced 25.95%
38,544 $1.33 Million
Q1 2025

May 09, 2025
BUY
$27.0 - $31.7 $109,836 - $128,955
4,068 Added 8.48%
52,048 $1.61 Million
Q4 2024

Jan 31, 2025
BUY
$27.03 - $29.92 $234,025 - $259,047
8,658 Added 22.02%
47,980 $1.31 Million
Q3 2024

Nov 08, 2024
SELL
$27.62 - $30.64 $106,999 - $118,699
-3,874 Reduced 8.97%
39,322 $1.19 Million
Q2 2024

Jul 22, 2024
SELL
$26.94 - $30.1 $58,513 - $65,377
-2,172 Reduced 4.79%
43,196 $1.2 Million
Q1 2024

May 13, 2024
SELL
$26.95 - $28.13 $17,787 - $18,565
-660 Reduced 1.43%
45,368 $1.27 Million
Q4 2023

Feb 02, 2024
SELL
$24.46 - $28.13 $40,676 - $46,780
-1,663 Reduced 3.49%
46,028 $1.29 Million
Q3 2023

Nov 08, 2023
SELL
$25.3 - $27.59 $110,586 - $120,595
-4,371 Reduced 8.4%
47,691 $1.21 Million
Q2 2023

Aug 03, 2023
SELL
$25.86 - $28.52 $456,480 - $503,435
-17,652 Reduced 25.32%
52,062 $1.37 Million
Q1 2023

Aug 22, 2023
SELL
$26.54 - $29.5 $13,880 - $15,428
-523 Reduced 1.0%
51,539 $1.42 Million
Q1 2023

Jun 14, 2023
BUY
$26.54 - $29.5 $482,364 - $536,162
18,175 Added 35.26%
69,714 $1.92 Million
Q1 2023

May 10, 2023
SELL
$26.54 - $29.5 $482,364 - $536,162
-18,175 Reduced 26.07%
51,539 $1.42 Million
Q4 2022

Aug 30, 2023
BUY
$22.26 - $27.56 $392,933 - $486,489
17,652 Added 33.91%
69,714 $1.89 Million
Q4 2022

Feb 13, 2023
SELL
$22.26 - $27.56 $189,076 - $234,094
-8,494 Reduced 10.86%
69,714 $1.89 Million
Q3 2022

Feb 13, 2023
SELL
$22.53 - $28.47 $295,751 - $373,725
-13,127 Reduced 14.37%
78,208 $0
Q3 2022

Nov 14, 2022
SELL
$22.53 - $28.47 $722,784 - $913,346
-32,081 Reduced 25.99%
91,335 $2.12 Million
Q2 2022

Aug 15, 2022
BUY
$26.84 - $32.0 $523,460 - $624,096
19,503 Added 18.77%
123,416 $3.35 Million
Q1 2022

May 16, 2022
BUY
$29.99 - $33.33 $3.12 Million - $3.46 Million
103,913 New
103,913 $3.3 Million

Others Institutions Holding IDV

# of Institutions
573
Shares Held
97.7M
Call Options Held
23.6K
Put Options Held
67.9K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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