Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 423,617 shares of IEFA stock, worth $30.2 Million. This represents 0.37% of its overall portfolio holdings.

Number of Shares

423,617

Previous 491,762 13.86%

Holding current value

$30.2 Million

Previous $35.7 Million 7.44%

% of portfolio

0.37%

Previous 0.41%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$70.09 - $78.74 $4.78 Million - $5.37 Million	-68,145 Reduced 13.86%	423,617 $33.1 Million
Q2 2024 Jul 22, 2024	SELL	$70.77 - $76.19 $990,921 - $1.07 Million	-14,002 Reduced 2.77%	491,762 $35.7 Million
Q1 2024 May 13, 2024	BUY	$68.14 - $74.43 $2.04 Million - $2.22 Million	29,869 Added 6.28%	505,764 $37.5 Million
Q4 2023 Feb 02, 2024	BUY	$61.3 - $70.47 $3.4 Million - $3.91 Million	55,440 Added 13.19%	475,895 $33.5 Million
Q3 2023 Nov 08, 2023	BUY	$64.04 - $69.58 $1.64 Million - $1.78 Million	25,556 Added 6.47%	420,455 $27.1 Million
Q2 2023 Aug 03, 2023	SELL	$66.03 - $69.1 $1.94 Million - $2.03 Million	-29,433 Reduced 6.94%	394,899 $26.7 Million
Q1 2023 Aug 22, 2023	BUY	$62.17 - $67.7 $806,717 - $878,475	12,976 Added 3.29%	407,875 $27.3 Million
Q1 2023 Jun 14, 2023	BUY	$62.17 - $67.7 $1.02 Million - $1.11 Million	16,457 Added 4.03%	424,332 $28.4 Million
Q1 2023 May 10, 2023	SELL	$62.17 - $67.7 $1.03 Million - $1.12 Million	-16,554 Reduced 3.9%	407,875 $27.3 Million
Q4 2022 Aug 30, 2023	BUY	$52.35 - $63.65 $1.54 Million - $1.87 Million	29,433 Added 7.45%	424,332 $26.2 Million
Q4 2022 Feb 13, 2023	SELL	$52.35 - $63.65 $34,760 - $42,263	-664 Reduced 0.16%	424,429 $26.2 Million
Q3 2022 Feb 13, 2023	SELL	$52.32 - $63.1 $2.3 Million - $2.77 Million	-43,948 Reduced 9.37%	425,093 $22.7 Million
Q3 2022 Nov 14, 2022	BUY	$52.32 - $63.1 $3.98 Million - $4.8 Million	76,128 Added 19.38%	469,041 $25.3 Million
Q2 2022 Aug 15, 2022	BUY	$57.91 - $70.46 $2.46 Million - $2.99 Million	42,408 Added 12.1%	392,913 $23.1 Million
Q1 2022 May 16, 2022	BUY	$63.26 - $75.48 $22.2 Million - $26.5 Million	350,505 New	350,505 $24.4 Million

Others Institutions Holding IEFA

# of Institutions

2,002

Shares Held

1.43B

Call Options Held

164K

Put Options Held

52.1K

View Full List

About ISHARES TR

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