Atria Wealth Solutions, Inc. Ishares Morningstar U.S. Equit Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Morningstar U.S. Equit stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 21,006 shares of ILCB stock, worth $1.92 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

21,006

Previous 27,583 23.84%

Holding current value

$1.92 Million

Previous $2.13 Million 15.49%

% of portfolio

0.04%

Previous 0.03%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$68.63 - $85.78 $451,379 - $564,175	-6,577 Reduced 23.84%	21,006 $1.8 Million
Q1 2025 May 09, 2025	SELL	$76.17 - $85.05 $87,595 - $97,807	-1,150 Reduced 4.0%	27,583 $2.13 Million
Q4 2024 Jan 31, 2025	BUY	$78.43 - $84.56 $123,448 - $133,097	1,574 Added 5.8%	28,733 $2.33 Million
Q3 2024 Nov 08, 2024	SELL	$71.38 - $79.23 $60,530 - $67,187	-848 Reduced 3.03%	27,159 $2.15 Million
Q2 2024 Jul 22, 2024	BUY	$68.51 - $75.47 $46,929 - $51,696	685 Added 2.51%	28,007 $2.11 Million
Q1 2024 May 13, 2024	BUY	$64.54 - $72.47 $213,240 - $239,440	3,304 Added 13.76%	27,322 $1.98 Million
Q4 2023 Feb 02, 2024	BUY	$56.59 - $65.96 $5,036 - $5,870	89 Added 0.37%	24,018 $1.58 Million
Q3 2023 Nov 08, 2023	BUY	$58.68 - $63.17 $29,222 - $31,458	498 Added 2.13%	23,929 $1.41 Million
Q2 2023 Aug 03, 2023	BUY	$55.57 - $61.08 $44,067 - $48,436	793 Added 3.5%	23,431 $1.43 Million
Q1 2023 Aug 22, 2023	SELL	$52.17 - $57.5 $58,952 - $64,975	-1,130 Reduced 4.82%	22,301 $1.26 Million
Q1 2023 Jun 14, 2023	BUY	$52.17 - $57.5 $17,581 - $19,377	337 Added 1.51%	22,638 $1.28 Million
Q1 2023 May 10, 2023	SELL	$52.17 - $57.5 $17,581 - $19,377	-337 Reduced 1.49%	22,301 $1.26 Million
Q4 2022 Aug 30, 2023	SELL	$49.24 - $56.14 $39,047 - $44,519	-793 Reduced 3.38%	22,638 $1.19 Million
Q4 2022 Feb 13, 2023	BUY	$49.24 - $56.14 $46,236 - $52,715	939 Added 4.33%	22,638 $1.19 Million
Q3 2022 Nov 14, 2022	BUY	$49.39 - $59.48 $88,704 - $106,826	1,796 Added 9.02%	21,699 $1.07 Million
Q2 2022 Aug 15, 2022	SELL	$50.32 - $63.49 $200,474 - $252,944	-3,984 Reduced 16.68%	19,903 $1.03 Million
Q1 2022 May 16, 2022	BUY	$57.72 - $66.76 $1.38 Million - $1.59 Million	23,887 New	23,887 $1.5 Million

Others Institutions Holding ILCB

# of Institutions

191

Shares Held

5.29M

Call Options Held

Put Options Held

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About ISHARES MORNINGSTAR U.S. EQUIT

Ticker ILCB
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Atria Wealth Solutions, Inc. Ishares Morningstar U.S. Equit Transaction History