A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr North Amern Nat Res stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 71,979 shares of IGE stock, worth $3.17 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
71,979
Previous 70,578 1.99%
Holding current value
$3.17 Million
Previous $2.87 Million 12.7%
% of portfolio
0.04%
Previous 0.04%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

BUY
$38.73 - $44.99 $54,260 - $63,030
1,401 Added 1.99%
71,979 $3.24 Million
Q4 2023

Feb 02, 2024

BUY
$39.02 - $42.38 $65,280 - $70,901
1,673 Added 2.43%
70,578 $2.87 Million
Q3 2023

Nov 08, 2023

BUY
$37.81 - $43.27 $40,229 - $46,039
1,064 Added 1.57%
68,905 $2.87 Million
Q2 2023

Aug 03, 2023

BUY
$36.42 - $41.09 $190,658 - $215,106
5,235 Added 8.36%
67,841 $2.63 Million
Q1 2023

Aug 22, 2023

BUY
$36.54 - $43.51 $49,255 - $58,651
1,348 Added 1.99%
69,189 $2.71 Million
Q1 2023

Jun 14, 2023

SELL
$36.54 - $43.51 $240,542 - $286,426
-6,583 Reduced 9.51%
62,606 $2.45 Million
Q1 2023

May 10, 2023

BUY
$36.54 - $43.51 $240,542 - $286,426
6,583 Added 10.51%
69,189 $2.71 Million
Q4 2022

Aug 30, 2023

SELL
$39.17 - $43.66 $205,054 - $228,560
-5,235 Reduced 7.72%
62,606 $2.55 Million
Q4 2022

Feb 13, 2023

SELL
$39.17 - $43.66 $134,470 - $149,884
-3,433 Reduced 5.2%
62,606 $2.55 Million
Q3 2022

Feb 13, 2023

BUY
N/A
716 Added 1.1%
66,039 $0
Q3 2022

Nov 14, 2022

SELL
N/A
-40,093 Reduced 38.03%
65,323 $2.35 Million
Q2 2022

Aug 15, 2022

BUY
N/A
21,043 Added 24.94%
105,416 $3.79 Million
Q1 2022

May 16, 2022

BUY
N/A
84,373 New
84,373 $3.41 Million

Others Institutions Holding IGE

About ISHARES TR NORTH AMERN NAT RES


  • Ticker IGE
  • Sector ETFs
  • Industry ETFs
More about IGE
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.