Atria Wealth Solutions, Inc. Ishares Morningstar Mid Cap Va Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Morningstar Mid Cap Va stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 25,407 shares of IMCV stock, worth $2.03 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

25,407

Previous 27,086 6.2%

Holding current value

$2.03 Million

Previous $2.01 Million 3.93%

% of portfolio

0.05%

Previous 0.03%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$65.1 - $75.98 $109,302 - $127,570	-1,679 Reduced 6.2%	25,407 $1.93 Million
Q1 2025 May 09, 2025	SELL	$71.9 - $77.57 $243,309 - $262,496	-3,384 Reduced 11.11%	27,086 $2.01 Million
Q4 2024 Jan 31, 2025	SELL	$73.19 - $81.02 $80,582 - $89,203	-1,101 Reduced 3.49%	30,470 $2.26 Million
Q3 2024 Nov 08, 2024	SELL	$69.7 - $76.81 $58,478 - $64,443	-839 Reduced 2.59%	31,571 $2.42 Million
Q2 2024 Jul 22, 2024	BUY	$68.22 - $72.74 $58,055 - $61,901	851 Added 2.7%	32,410 $2.28 Million

Q1 2024 May 13, 2024	SELL	$65.61 - $72.55 $431,582 - $477,233	-6,578 Reduced 17.25%	31,559 $2.29 Million
Q4 2023 Feb 02, 2024	BUY	$57.47 - $68.03 $148,847 - $176,197	2,590 Added 7.29%	38,137 $2.58 Million
Q3 2023 Nov 08, 2023	BUY	$60.39 - $66.42 $162,630 - $178,869	2,693 Added 8.2%	35,547 $2.15 Million
Q2 2023 Aug 03, 2023	BUY	$58.79 - $63.7 $1.93 Million - $2.09 Million	32,854 New	32,854 $2.09 Million

Others Institutions Holding IMCV

# of Institutions

172

Shares Held

7.66M

Call Options Held

Put Options Held

View Full List

About ISHARES MORNINGSTAR MID CAP VA

Ticker IMCV
Sector ETFs
Industry ETFs

More about IMCV

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

Atria Wealth Solutions, Inc. Ishares Morningstar Mid Cap Va Transaction History