Atria Wealth Solutions, Inc. Ishares Expanded Tech Sector E Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 20,002 shares of IGM stock, worth $1.92 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares

20,002

Previous 13,249 50.97%

Holding current value

$1.92 Million

Previous $1.14 Million 65.29%

% of portfolio

0.02%

Previous 0.01%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$80.02 - $95.38 $540,375 - $644,101	6,753 Added 50.97%	20,002 $1.89 Million
Q1 2024 May 13, 2024	BUY	$84.27 - $516.87 $847,166 - $5.2 Million	10,053 Added 314.55%	13,249 $1.14 Million
Q4 2023 Feb 02, 2024	BUY	$365.86 - $450.72 $55,976 - $68,960	153 Added 5.03%	3,196 $1.43 Million
Q3 2023 Nov 08, 2023	SELL	$376.08 - $412.97 $72,207 - $79,290	-192 Reduced 5.94%	3,043 $1.16 Million
Q2 2023 Aug 03, 2023	SELL	$325.63 - $395.58 $175,840 - $213,613	-540 Reduced 14.3%	3,235 $1.27 Million
Q1 2023 Aug 22, 2023	SELL	$275.98 - $339.32 $23,182 - $28,502	-84 Reduced 2.6%	3,151 $1.07 Million
Q1 2023 Jun 14, 2023	BUY	$275.98 - $339.32 $172,211 - $211,735	624 Added 19.8%	3,775 $1.28 Million
Q1 2023 May 10, 2023	SELL	$275.98 - $339.32 $172,211 - $211,735	-624 Reduced 16.53%	3,151 $1.07 Million
Q4 2022 Aug 30, 2023	BUY	$44.41 - $306.86 $23,981 - $165,704	540 Added 16.69%	3,775 $1.06 Million
Q4 2022 Feb 13, 2023	SELL	$44.41 - $306.86 $18,607 - $128,574	-419 Reduced 9.99%	3,775 $1.06 Million
Q3 2022 Feb 13, 2023	SELL	$46.07 - $58.66 $13,636 - $17,363	-296 Reduced 6.59%	4,194 $0
Q3 2022 Nov 14, 2022	SELL	$46.07 - $58.66 $90,066 - $114,680	-1,955 Reduced 30.33%	4,490 $1.26 Million
Q2 2022 Aug 15, 2022	BUY	$47.75 - $66.17 $45,792 - $63,457	959 Added 17.48%	6,445 $1.9 Million
Q1 2022 May 16, 2022	BUY	$57.01 - $73.7 $312,756 - $404,318	5,486 New	5,486 $2.13 Million

Others Institutions Holding IGM

# of Institutions

409

Shares Held

24.4M

Call Options Held

155K

Put Options Held

27.2K

View Full List

About ISHARES EXPANDED TECH SECTOR E

Ticker IGM
Sector ETFs
Industry ETFs

More about IGM

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Atria Wealth Solutions, Inc. Ishares Expanded Tech Sector E Transaction History