Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 02, 2024	SELL	$20.39 - $24.27 $3,384 - $4,028	-166 Reduced 0.22%	74,808 $1.64 Million
Q3 2023 Nov 08, 2023	SELL	$20.14 - $25.39 $1.18 Million - $1.49 Million	-58,752 Reduced 43.93%	74,974 $1.8 Million
Q2 2023 Aug 03, 2023	BUY	$17.22 - $20.49 $629,132 - $748,602	36,535 Added 37.59%	133,726 $2.69 Million
Q1 2023 Aug 22, 2023	BUY	$17.87 - $23.07 $36,651 - $47,316	2,051 Added 1.53%	135,777 $2.62 Million
Q1 2023 Jun 14, 2023	SELL	$17.87 - $23.07 $689,531 - $890,179	-38,586 Reduced 28.42%	97,191 $1.88 Million
Q1 2023 May 10, 2023	BUY	$17.87 - $23.07 $567,533 - $732,680	31,759 Added 30.53%	135,777 $2.62 Million
Q4 2022 Aug 30, 2023	SELL	$15.41 - $21.93 $563,004 - $801,212	-36,535 Reduced 27.32%	97,191 $2.06 Million
Q4 2022 Feb 13, 2023	BUY	$15.41 - $21.93 $760,745 - $1.08 Million	49,367 Added 90.33%	104,018 $2.21 Million
Q3 2022 Nov 14, 2022	BUY	$13.6 - $17.49 $743,253 - $955,845	54,651 New	54,651 $787,000

Others Institutions Holding IEZ

# of Institutions

68

Shares Held

3.43M

Call Options Held

27.4K

Put Options Held

2.7K

Morgan Stanley New York, NY

876K
Shares

$18.4 Million
0.0% of portfolio
Advisor Group Holdings, Inc. Phoenix, AZ

391K
Shares

$8.21 Million
0.02% of portfolio
Bank Of America Corp Charlotte, NC

209K
Shares

$4.38 Million
0.0% of portfolio
Van Cleef Asset Management,Inc Beachwood, OH

177K
Shares

$3.72 Million
0.41% of portfolio
Genesee Capital Advisors, LLC

171K
Shares

$3.6 Million
1.7% of portfolio

About ISHARES TR

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