Atria Wealth Solutions, Inc. Ishares Barclays Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 339,675 shares of IEF stock, worth $32.2 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

339,675

Previous 646,364 47.45%

Holding current value

$32.2 Million

Previous $63.4 Million 50.49%

% of portfolio

0.36%

Previous 0.71%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$92.08 - $98.18 $28.2 Million - $30.1 Million	-306,689 Reduced 47.45%	339,675 $31.4 Million
Q3 2024 Nov 08, 2024	BUY	$92.67 - $99.14 $8.23 Million - $8.8 Million	88,783 Added 15.92%	646,364 $63.4 Million
Q2 2024 Jul 22, 2024	BUY	$91.24 - $94.6 $1.23 Million - $1.27 Million	13,457 Added 2.47%	557,581 $52.2 Million
Q1 2024 May 13, 2024	BUY	$93.54 - $96.82 $16.6 Million - $17.2 Million	177,194 Added 48.29%	544,124 $51.5 Million
Q4 2023 Feb 02, 2024	BUY	$88.95 - $97.0 $3.2 Million - $3.49 Million	35,957 Added 10.86%	366,930 $35.4 Million
Q3 2023 Nov 08, 2023	BUY	$91.32 - $97.13 $23.6 Million - $25.1 Million	258,810 Added 358.65%	330,973 $30.3 Million
Q2 2023 Aug 03, 2023	BUY	$96.39 - $100.48 $3.09 Million - $3.22 Million	32,030 Added 79.81%	72,163 $6.97 Million
Q1 2023 Aug 22, 2023	BUY	$94.41 - $100.02 $6.01 Million - $6.37 Million	63,665 Added 88.22%	135,828 $13.5 Million
Q1 2023 Jun 14, 2023	SELL	$94.41 - $100.02 $9.03 Million - $9.57 Million	-95,695 Reduced 70.45%	40,133 $3.98 Million
Q1 2023 May 10, 2023	BUY	$94.41 - $100.02 $9.03 Million - $9.57 Million	95,695 Added 238.44%	135,828 $13.5 Million
Q4 2022 Aug 30, 2023	SELL	$92.93 - $99.14 $2.98 Million - $3.18 Million	-32,030 Reduced 44.39%	40,133 $3.84 Million
Q4 2022 Feb 13, 2023	SELL	$92.93 - $99.14 $234,555 - $250,229	-2,524 Reduced 5.92%	40,133 $3.84 Million
Q3 2022 Feb 13, 2023	SELL	$94.56 - $105.6 $6.88 Million - $7.68 Million	-72,715 Reduced 63.03%	42,657 $4.13 Million
Q3 2022 Nov 14, 2022	BUY	$94.56 - $105.6 $8.57 Million - $9.57 Million	90,664 Added 366.94%	115,372 $11.7 Million
Q2 2022 Aug 15, 2022	SELL	$98.15 - $106.65 $1.03 Million - $1.12 Million	-10,472 Reduced 29.77%	24,708 $2.53 Million
Q1 2022 May 16, 2022	BUY	$106.08 - $113.93 $3.73 Million - $4.01 Million	35,180 New	35,180 $3.78 Million

Others Institutions Holding IEF

# of Institutions

1,095

Shares Held

294M

Call Options Held

14.3M

Put Options Held

8.92M

View Full List

About ISHARES BARCLAYS

Ticker IEF
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Atria Wealth Solutions, Inc. Ishares Barclays Transaction History