Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 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 3,150 shares of IHE stock, worth $207,868. This represents 0.0% of its overall portfolio holdings.

Number of Shares
3,150
Previous 3,378 6.75%
Holding current value
$207,868
Previous $626,000 65.97%
% of portfolio
0.0%
Previous 0.01%

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
$175.62 - $189.96 $566,023 - $612,241
-3,223 Reduced 45.22%
3,905 $726,000
Q4 2022

Feb 13, 2023
SELL
$175.62 - $189.96 $80,960 - $87,571
-461 Reduced 10.56%
3,905 $726,000
Q3 2022

Nov 14, 2022
SELL
$171.45 - $195.56 $2.99 Million - $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
147
Shares Held
5.59M
Call Options Held
5.4K
Put Options Held
0
View Full List

About ISHARES TR

IHE Quotes by TradingView
  • Ticker IHE
  • Sector ETFs
  • Industry ETFs
More about IHE
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