Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 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 44,435 shares of ITA stock, worth $6.56 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

44,435

Previous 49,059 9.43%

Holding current value

$6.56 Million

Previous $6.47 Million 9.35%

% of portfolio

0.07%

Previous 0.08%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$127.05 - $137.39 $587,479 - $635,291	-4,624 Reduced 9.43%	44,435 $5.87 Million
Q1 2024 May 13, 2024	BUY	$119.3 - $131.93 $215,336 - $238,133	1,805 Added 3.82%	49,059 $6.47 Million
Q4 2023 Feb 02, 2024	BUY	$103.16 - $126.68 $612,564 - $752,225	5,938 Added 14.37%	47,254 $5.98 Million
Q3 2023 Nov 08, 2023	SELL	$105.4 - $118.17 $954,291 - $1.07 Million	-9,054 Reduced 17.97%	41,316 $4.38 Million
Q2 2023 Aug 03, 2023	BUY	$108.66 - $117.41 $1.87 Million - $2.02 Million	17,176 Added 51.74%	50,370 $5.88 Million
Q1 2023 Aug 22, 2023	SELL	$108.43 - $117.74 $604,388 - $656,282	-5,574 Reduced 11.07%	44,796 $5.16 Million
Q1 2023 Jun 14, 2023	SELL	$108.43 - $117.74 $1.26 Million - $1.37 Million	-11,602 Reduced 25.9%	33,194 $3.82 Million
Q1 2023 May 10, 2023	BUY	$108.43 - $117.74 $1.26 Million - $1.37 Million	11,602 Added 34.95%	44,796 $5.16 Million
Q4 2022 Aug 30, 2023	SELL	$93.07 - $114.11 $1.6 Million - $1.96 Million	-17,176 Reduced 34.1%	33,194 $3.71 Million
Q4 2022 Feb 13, 2023	BUY	$93.07 - $114.11 $304,990 - $373,938	3,277 Added 10.95%	33,194 $3.71 Million
Q3 2022 Feb 13, 2023	SELL	$91.19 - $108.67 $294,452 - $350,895	-3,229 Reduced 9.74%	29,917 $2.83 Million
Q3 2022 Nov 14, 2022	BUY	$91.19 - $108.67 $2.76 Million - $3.29 Million	30,305 Added 1066.7%	33,146 $3.06 Million
Q2 2022 Aug 15, 2022	SELL	$93.66 - $112.65 $867,104 - $1.04 Million	-9,258 Reduced 76.52%	2,841 $282,000
Q1 2022 May 16, 2022	BUY	$98.82 - $112.95 $1.2 Million - $1.37 Million	12,099 New	12,099 $1.34 Million

Others Institutions Holding ITA

# of Institutions

663

Shares Held

24.1M

Call Options Held

169K

Put Options Held

180K

View Full List

About ISHARES TR

Ticker ITA
Sector ETFs
Industry ETFs

More about ITA

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 Tr Transaction History