Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 16,881 shares of ITA stock, worth $3.35 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

16,881

Previous 32,184 47.55%

Holding current value

$3.35 Million

Previous $4.93 Million 35.38%

% of portfolio

0.08%

Previous 0.06%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$135.31 - $188.64 $2.07 Million - $2.89 Million	-15,303 Reduced 47.55%	16,881 $3.18 Million
Q1 2025 May 09, 2025	SELL	$144.84 - $159.5 $1.1 Million - $1.22 Million	-7,621 Reduced 19.15%	32,184 $4.93 Million
Q4 2024 Jan 31, 2025	SELL	$144.31 - $157.31 $309,833 - $337,744	-2,147 Reduced 5.12%	39,805 $5.79 Million
Q3 2024 Nov 08, 2024	SELL	$131.58 - $149.64 $326,713 - $371,556	-2,483 Reduced 5.59%	41,952 $6.28 Million
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

795

Shares Held

19M

Call Options Held

859K

Put Options Held

536K

View Full List

About ISHARES TR

Ticker ITA
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Atria Wealth Solutions, Inc. Ishares Tr Transaction History