Atria Wealth Solutions, Inc. Ishares Russell 1000 Val ETF Transaction History

Atria Wealth Solutions, Inc.

  • $8.63 Billion
  • Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Russell 1000 Val ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 100,995 shares of IWD stock, worth $17.6 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
100,995
Previous 113,754 11.22%
Holding current value
$17.6 Million
Previous $18.8 Million 3.77%
% of portfolio
0.21%
Previous 0.24%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$161.84 - $179.11 $2.06 Million - $2.29 Million
-12,759 Reduced 11.22%
100,995 $18.1 Million
Q4 2023

Feb 02, 2024
SELL
$143.69 - $165.7 $712,127 - $821,209
-4,956 Reduced 4.17%
113,754 $18.8 Million
Q3 2023

Nov 08, 2023
BUY
$151.73 - $163.56 $1.98 Million - $2.13 Million
13,045 Added 12.35%
118,710 $18 Million
Q2 2023

Aug 03, 2023
BUY
$148.55 - $157.83 $1.08 Million - $1.14 Million
7,254 Added 7.37%
105,665 $16.7 Million
Q1 2023

Aug 22, 2023
SELL
$145.2 - $161.56 $1.16 Million - $1.29 Million
-8,004 Reduced 7.57%
97,661 $14.9 Million
Q1 2023

Jun 14, 2023
BUY
$145.2 - $161.56 $108,899 - $121,170
750 Added 0.77%
98,411 $15 Million
Q1 2023

May 10, 2023
SELL
$145.2 - $161.56 $134,019 - $149,119
-923 Reduced 0.94%
97,661 $14.9 Million
Q4 2022

Aug 30, 2023
SELL
$148.0 - $158.99 $1.07 Million - $1.15 Million
-7,254 Reduced 6.87%
98,411 $14.9 Million
Q4 2022

Feb 13, 2023
BUY
$148.0 - $158.99 $30,044 - $32,274
203 Added 0.21%
98,584 $15 Million
Q3 2022

Feb 13, 2023
BUY
N/A
3,356 Added 3.53%
98,381 $0
Q3 2022

Nov 14, 2022
BUY
N/A
36,416 Added 62.13%
95,025 $12.9 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-23,528 Reduced 28.64%
58,609 $8.5 Million
Q1 2022

May 16, 2022
BUY
N/A
82,137 New
82,137 $13.6 Million

Others Institutions Holding IWD

# of Institutions
1,635
Shares Held
251M
Call Options Held
509K
Put Options Held
50K
View Full List

About ISHARES RUSSELL 1000 VAL ETF

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