Atria Wealth Solutions, Inc. Ishares Core S&P U.S Growth Et Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Core S&P U.S Growth Et stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 50,360 shares of IUSG stock, worth $7.13 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

50,360

Previous 46,072 9.31%

Holding current value

$7.13 Million

Previous $6.42 Million 0.33%

% of portfolio

0.08%

Previous 0.07%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$126.86 - $146.45 $543,975 - $627,977	4,288 Added 9.31%	50,360 $6.4 Million
Q4 2024 Jan 31, 2025	BUY	$129.96 - $144.97 $1.14 Million - $1.27 Million	8,740 Added 23.41%	46,072 $6.42 Million
Q3 2024 Nov 08, 2024	BUY	$116.79 - $133.54 $657,644 - $751,963	5,631 Added 17.76%	37,332 $4.92 Million
Q2 2024 Jul 22, 2024	BUY	$109.98 - $128.59 $71,377 - $83,454	649 Added 2.09%	31,701 $4.04 Million
Q1 2024 May 13, 2024	SELL	$100.95 - $117.92 $46,537 - $54,361	-461 Reduced 1.46%	31,052 $3.64 Million
Q4 2023 Feb 02, 2024	BUY	$91.06 - $104.51 $130,397 - $149,658	1,432 Added 4.76%	31,513 $3.28 Million
Q3 2023 Nov 08, 2023	BUY	$94.27 - $100.74 $173,456 - $185,361	1,840 Added 6.52%	30,081 $2.85 Million
Q2 2023 Aug 03, 2023	SELL	$87.77 - $97.64 $585,162 - $650,965	-6,667 Reduced 19.1%	28,241 $2.76 Million
Q1 2023 Aug 22, 2023	BUY	$79.81 - $88.77 $234,880 - $261,250	2,943 Added 10.42%	31,184 $2.77 Million
Q1 2023 Jun 14, 2023	BUY	$79.81 - $88.77 $297,212 - $330,579	3,724 Added 11.94%	34,908 $3.1 Million
Q1 2023 May 10, 2023	SELL	$79.81 - $88.77 $300,644 - $334,396	-3,767 Reduced 10.78%	31,184 $2.77 Million
Q4 2022 Aug 30, 2023	BUY	$78.88 - $88.47 $525,892 - $589,829	6,667 Added 23.61%	34,908 $2.85 Million
Q4 2022 Feb 13, 2023	SELL	$78.88 - $88.47 $1,262 - $1,415	-16 Reduced 0.05%	34,951 $2.85 Million
Q3 2022 Feb 13, 2023	SELL	$80.18 - $99.02 $14,993 - $18,516	-187 Reduced 0.53%	34,967 $2.9 Million
Q3 2022 Nov 14, 2022	BUY	$80.18 - $99.02 $1.29 Million - $1.59 Million	16,070 Added 84.21%	35,154 $2.83 Million
Q2 2022 Aug 15, 2022	SELL	$80.61 - $107.49 $721,540 - $962,142	-8,951 Reduced 31.93%	19,084 $1.6 Million
Q1 2022 May 16, 2022	BUY	$94.61 - $116.48 $2.65 Million - $3.27 Million	28,035 New	28,035 $2.96 Million

Others Institutions Holding IUSG

# of Institutions

822

Shares Held

120M

Call Options Held

300

Put Options Held

100

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Atria Wealth Solutions, Inc. Ishares Core S&P U.S Growth Et Transaction History