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 $18.8 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
185,593
Previous 120,028 54.62%
Holding current value
$18.8 Million
Previous $11.1 Million 58.54%
% of portfolio
0.42%
Previous 0.14%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
835
Shares Held
192M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES CORE S&P U.S. VALUE ET

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