Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$66.67 - $208.65 $15,200 - $47,572	-228 Reduced 6.75%	3,150 $213,000
Q4 2023 Feb 02, 2024	BUY	$166.63 - $185.76 $48,322 - $53,870	290 Added 9.39%	3,378 $626,000
Q3 2023 Nov 08, 2023	SELL	$173.7 - $191.47 $701,748 - $773,538	-4,040 Reduced 56.68%	3,088 $546,000
Q2 2023 Aug 03, 2023	BUY	$170.31 - $183.88 $548,909 - $592,645	3,223 Added 82.54%	7,128 $1.28 Million
Q1 2023 Aug 22, 2023	SELL	$169.94 - $188.72 $352,625 - $391,594	-2,075 Reduced 29.11%	5,053 $885,000
Q1 2023 Jun 14, 2023	SELL	$169.94 - $188.72 $195,091 - $216,650	-1,148 Reduced 22.72%	3,905 $684,000
Q1 2023 May 10, 2023	BUY	$169.94 - $188.72 $195,091 - $216,650	1,148 Added 29.4%	5,053 $885,000
Q4 2022 Aug 30, 2023	SELL	$55.99 - $189.96 $180,455 - $612,241	-3,223 Reduced 45.22%	3,905 $726,000
Q4 2022 Feb 13, 2023	SELL	$55.99 - $189.96 $25,811 - $87,571	-461 Reduced 10.56%	3,905 $726,000
Q3 2022 Nov 14, 2022	SELL	$56.37 - $195.56 $981,458 - $3.4 Million	-17,411 Reduced 79.95%	4,366 $740,000
Q2 2022 Aug 15, 2022	BUY	$178.46 - $201.82 $3.39 Million - $3.83 Million	18,971 Added 676.09%	21,777 $4.17 Million
Q1 2022 May 16, 2022	BUY	$180.82 - $198.07 $507,380 - $555,784	2,806 New	2,806 $545,000

Others Institutions Holding IHE

# of Institutions

150

Shares Held

5.35M

Call Options Held

0

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

3.35M
Shares

$224 Million
0.1% of portfolio
Morgan Stanley New York, NY

227K
Shares

$15.2 Million
0.0% of portfolio
Rockport Wealth LLC Fairview Park, OH

206K
Shares

$13.8 Million
3.87% of portfolio
Bank Of America Corp Charlotte, NC

155K
Shares

$10.4 Million
0.0% of portfolio
Brown Advisory Inc

94.4K
Shares

$6.32 Million
0.01% of portfolio

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