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

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Core S&P U.S. Value Et stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 185,593 shares of IUSV stock, worth $17.9 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares

185,593

Previous 120,028 54.62%

Holding current value

$17.9 Million

Previous $11.1 Million 58.54%

% of portfolio

0.42%

Previous 0.14%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$81.46 - $94.63 $5.34 Million - $6.2 Million	65,565 Added 54.62%	185,593 $17.6 Million
Q1 2025 May 09, 2025	BUY	$90.0 - $96.32 $517,050 - $553,358	5,745 Added 5.03%	120,028 $11.1 Million
Q4 2024 Jan 31, 2025	SELL	$91.94 - $100.02 $18.4 Million - $20 Million	-200,211 Reduced 63.66%	114,283 $10.6 Million
Q3 2024 Nov 08, 2024	SELL	$87.56 - $95.49 $128,362 - $139,988	-1,466 Reduced 0.46%	314,494 $30 Million
Q2 2024 Jul 22, 2024	BUY	$85.39 - $90.42 $498,762 - $528,143	5,841 Added 1.88%	315,960 $27.8 Million
Q1 2024 May 13, 2024	SELL	$82.87 - $90.44 $643,071 - $701,814	-7,760 Reduced 2.44%	310,119 $28 Million
Q4 2023 Feb 02, 2024	BUY	$71.48 - $84.61 $407,221 - $482,023	5,697 Added 1.82%	317,879 $26.8 Million
Q3 2023 Nov 08, 2023	SELL	$74.38 - $81.04 $295,660 - $322,134	-3,975 Reduced 1.26%	312,182 $23.3 Million
Q2 2023 Aug 03, 2023	SELL	$72.65 - $78.26 $1.44 Million - $1.55 Million	-19,786 Reduced 5.89%	316,157 $24.7 Million
Q1 2023 Aug 22, 2023	BUY	$70.21 - $77.86 $564,699 - $626,227	8,043 Added 2.54%	324,200 $23.9 Million
Q1 2023 Jun 14, 2023	BUY	$70.21 - $77.86 $824,476 - $914,309	11,743 Added 3.62%	335,943 $24.8 Million
Q1 2023 May 10, 2023	SELL	$70.21 - $77.86 $824,476 - $914,309	-11,743 Reduced 3.5%	324,200 $23.9 Million
Q4 2022 Aug 30, 2023	BUY	$63.23 - $73.93 $1.25 Million - $1.46 Million	19,786 Added 6.26%	335,943 $23.7 Million
Q4 2022 Feb 13, 2023	BUY	$63.23 - $73.93 $1.91 Million - $2.23 Million	30,132 Added 9.85%	335,943 $23.7 Million
Q3 2022 Feb 13, 2023	BUY	$62.61 - $73.64 $396,383 - $466,214	6,331 Added 2.11%	305,811 $19.8 Million
Q3 2022 Nov 14, 2022	BUY	$62.61 - $73.64 $276,673 - $325,415	4,419 Added 1.5%	299,480 $19.8 Million
Q2 2022 Aug 15, 2022	BUY	$64.88 - $77.18 $431,192 - $512,938	6,646 Added 2.3%	295,061 $19.7 Million
Q1 2022 May 16, 2022	BUY	$71.81 - $77.49 $20.7 Million - $22.3 Million	288,415 New	288,415 $21.9 Million

Others Institutions Holding IUSV

# of Institutions

800

Shares Held

178M

Call Options Held

Put Options Held

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