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

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares S&P Midcap 400 Growth stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 79,597 shares of IJK stock, worth $6.67 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

79,597

Previous 105,893 24.83%

Holding current value

$6.67 Million

Previous $9.73 Million 25.65%

% of portfolio

0.08%

Previous 0.11%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$90.66 - $99.46 $2.38 Million - $2.62 Million	-26,296 Reduced 24.83%	79,597 $7.24 Million
Q3 2024 Nov 08, 2024	SELL	$84.81 - $93.54 $317,019 - $349,652	-3,738 Reduced 3.41%	105,893 $9.73 Million
Q2 2024 Jul 22, 2024	BUY	$84.85 - $91.12 $3.73 Million - $4 Million	43,907 Added 66.81%	109,631 $9.66 Million
Q1 2024 May 13, 2024	BUY	$76.81 - $91.25 $189,029 - $224,566	2,461 Added 3.89%	65,724 $6 Million
Q4 2023 Feb 02, 2024	BUY	$67.78 - $80.04 $8,540 - $10,085	126 Added 0.2%	63,263 $5.01 Million
Q3 2023 Nov 08, 2023	BUY	$71.48 - $77.94 $82,845 - $90,332	1,159 Added 1.87%	63,137 $4.56 Million
Q2 2023 Aug 03, 2023	BUY	$69.13 - $75.0 $376,412 - $408,375	5,445 Added 9.63%	61,978 $4.65 Million
Q1 2023 Aug 22, 2023	SELL	$67.77 - $74.78 $272,164 - $300,316	-4,016 Reduced 6.48%	57,962 $4.14 Million
Q1 2023 Jun 14, 2023	SELL	$67.77 - $74.78 $96,843 - $106,860	-1,429 Reduced 2.47%	56,533 $4.04 Million
Q1 2023 May 10, 2023	BUY	$67.77 - $74.78 $96,843 - $106,860	1,429 Added 2.53%	57,962 $4.14 Million
Q4 2022 Aug 30, 2023	SELL	$63.9 - $72.95 $347,935 - $397,212	-5,445 Reduced 8.79%	56,533 $3.86 Million
Q4 2022 Feb 13, 2023	BUY	$63.9 - $72.95 $363,654 - $415,158	5,691 Added 11.19%	56,533 $3.86 Million
Q3 2022 Nov 14, 2022	BUY	$62.35 - $75.79 $1.94 Million - $2.36 Million	31,114 Added 157.71%	50,842 $3.2 Million
Q2 2022 Aug 15, 2022	SELL	$61.85 - $78.06 $884,826 - $1.12 Million	-14,306 Reduced 42.03%	19,728 $1.26 Million
Q1 2022 May 16, 2022	BUY	$72.34 - $85.19 $2.46 Million - $2.9 Million	34,034 New	34,034 $2.63 Million

Others Institutions Holding IJK

# of Institutions

974

Shares Held

70.5M

Call Options Held

4.2K

Put Options Held

800

View Full List

About ISHARES S&P MIDCAP 400 GROWTH

Ticker IJK
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Atria Wealth Solutions, Inc. Ishares S&P Midcap 400 Growth Transaction History