Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 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 32,184 shares of ITA stock, worth $5.7 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
32,184
Previous 39,805 19.15%
Holding current value
$5.7 Million
Previous $5.79 Million 14.83%
% of portfolio
0.06%
Previous 0.07%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
773
Shares Held
18.7M
Call Options Held
859K
Put Options Held
536K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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