Atria Wealth Solutions, Inc. Ishares S&P Midcap 400 Value E Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 73,904 shares of IJJ stock, worth $9.18 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

73,904

Previous 79,756 7.34%

Holding current value

$9.18 Million

Previous $9.05 Million 0.96%

% of portfolio

0.1%

Previous 0.1%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$111.9 - $124.28 $654,838 - $727,286	-5,852 Reduced 7.34%	73,904 $9.14 Million
Q2 2024 Jul 22, 2024	SELL	$109.44 - $118.4 $287,280 - $310,800	-2,625 Reduced 3.19%	79,756 $9.05 Million
Q1 2024 May 13, 2024	BUY	$109.27 - $118.29 $800,949 - $867,065	7,330 Added 9.77%	82,381 $9.74 Million
Q4 2023 Feb 02, 2024	BUY	$93.05 - $115.17 $133,061 - $164,693	1,430 Added 1.94%	75,051 $8.56 Million
Q3 2023 Nov 08, 2023	BUY	$99.46 - $111.92 $711,536 - $800,675	7,154 Added 10.76%	73,621 $7.43 Million
Q2 2023 Aug 03, 2023	SELL	$97.74 - $107.13 $955,213 - $1.05 Million	-9,773 Reduced 12.82%	66,467 $7.12 Million
Q1 2023 Aug 22, 2023	SELL	$97.23 - $116.09 $576,087 - $687,833	-5,925 Reduced 8.91%	60,542 $6.22 Million
Q1 2023 Jun 14, 2023	BUY	$97.23 - $116.09 $1.53 Million - $1.82 Million	15,698 Added 25.93%	76,240 $7.84 Million
Q1 2023 May 10, 2023	SELL	$97.23 - $116.09 $1.53 Million - $1.82 Million	-15,698 Reduced 20.59%	60,542 $6.22 Million
Q4 2022 Aug 30, 2023	BUY	$91.7 - $106.74 $896,184 - $1.04 Million	9,773 Added 14.7%	76,240 $7.68 Million
Q4 2022 Feb 13, 2023	BUY	$91.7 - $106.74 $2.21 Million - $2.57 Million	24,066 Added 46.13%	76,240 $7.68 Million
Q3 2022 Nov 14, 2022	SELL	$90.0 - $107.68 $4.21 Million - $5.04 Million	-46,809 Reduced 47.29%	52,174 $4.7 Million
Q2 2022 Aug 15, 2022	BUY	$91.51 - $110.2 $2.33 Million - $2.8 Million	25,447 Added 34.6%	98,983 $9.35 Million
Q1 2022 May 16, 2022	BUY	$102.52 - $112.86 $7.54 Million - $8.3 Million	73,536 New	73,536 $8.06 Million

Others Institutions Holding IJJ

# of Institutions

813

Shares Held

40.8M

Call Options Held

8.9K

Put Options Held

View Full List

About ISHARES S&P MIDCAP 400 VALUE E

Ticker IJJ
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Atria Wealth Solutions, Inc. Ishares S&P Midcap 400 Value E Transaction History