Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 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 52,048 shares of IDV stock, worth $1.75 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

52,048

Previous 47,980 8.48%

Holding current value

$1.75 Million

Previous $1.31 Million 22.92%

% of portfolio

0.02%

Previous 0.02%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

504

Shares Held

79.1M

Call Options Held

40.6K

Put Options Held

53.6K

View Full List

About ISHARES TR

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