Atria Wealth Solutions, Inc. Ishares S&P 500 Growth ETF Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 709,612 shares of IVW stock, worth $68.5 Million. This represents 0.82% of its overall portfolio holdings.

Number of Shares

709,612

Previous 734,306 3.36%

Holding current value

$68.5 Million

Previous $70.3 Million 2.47%

% of portfolio

0.82%

Previous 0.79%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$94.43 - $105.47 $2.33 Million - $2.6 Million	-24,694 Reduced 3.36%	709,612 $72 Million
Q3 2024 Nov 08, 2024	SELL	$84.77 - $97.13 $9.35 Million - $10.7 Million	-110,338 Reduced 13.06%	734,306 $70.3 Million
Q2 2024 Jul 22, 2024	BUY	$79.31 - $93.31 $20.1 Million - $23.6 Million	253,351 Added 42.85%	844,644 $78.2 Million
Q1 2024 May 13, 2024	BUY	$72.87 - $85.14 $10.1 Million - $11.8 Million	138,008 Added 30.45%	591,293 $49.9 Million
Q4 2023 Feb 02, 2024	BUY	$65.78 - $75.4 $3.17 Million - $3.64 Million	48,252 Added 11.91%	453,285 $34 Million
Q3 2023 Nov 08, 2023	BUY	$68.05 - $72.66 $10.9 Million - $11.6 Million	160,207 Added 65.44%	405,033 $27.7 Million
Q2 2023 Aug 03, 2023	BUY	$63.21 - $70.48 $2.25 Million - $2.5 Million	35,524 Added 16.97%	244,826 $17.3 Million
Q1 2023 Aug 22, 2023	BUY	$57.25 - $63.89 $908,958 - $1.01 Million	15,877 Added 6.49%	260,703 $16.7 Million
Q1 2023 Jun 14, 2023	SELL	$57.25 - $63.89 $2.94 Million - $3.28 Million	-51,401 Reduced 19.72%	209,302 $13.4 Million
Q1 2023 May 10, 2023	BUY	$57.25 - $63.89 $2.94 Million - $3.28 Million	51,401 Added 24.56%	260,703 $16.7 Million
Q4 2022 Aug 30, 2023	SELL	$56.73 - $63.56 $2.02 Million - $2.26 Million	-35,524 Reduced 14.51%	209,302 $12.2 Million
Q4 2022 Feb 13, 2023	BUY	$56.73 - $63.56 $1.66 Million - $1.85 Million	29,181 Added 16.2%	209,302 $12.2 Million
Q3 2022 Feb 13, 2023	BUY	$57.85 - $71.43 $413,974 - $511,153	7,156 Added 4.14%	180,121 $10.8 Million
Q3 2022 Nov 14, 2022	BUY	$57.85 - $71.43 $279,010 - $344,506	4,823 Added 2.87%	172,965 $10.1 Million
Q2 2022 Aug 15, 2022	SELL	$58.13 - $77.8 $4.08 Million - $5.46 Million	-70,172 Reduced 29.45%	168,142 $10.1 Million
Q1 2022 May 16, 2022	BUY	$68.33 - $84.32 $16.3 Million - $20.1 Million	238,314 New	238,314 $18.2 Million

Others Institutions Holding IVW

# of Institutions

2,008

Shares Held

428M

Call Options Held

183K

Put Options Held

101K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Atria Wealth Solutions, Inc. Ishares S&P 500 Growth ETF Transaction History