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

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 72,310 shares of IWF stock, worth $29.6 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

72,310

Previous 67,072 7.81%

Holding current value

$29.6 Million

Previous $25.2 Million 15.34%

% of portfolio

0.33%

Previous 0.28%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$370.24 - $418.94 $1.94 Million - $2.19 Million	5,238 Added 7.81%	72,310 $29 Million
Q3 2024 Nov 08, 2024	BUY	$332.02 - $382.76 $1.09 Million - $1.26 Million	3,288 Added 5.15%	67,072 $25.2 Million
Q2 2024 Jul 22, 2024	BUY	$316.15 - $367.33 $458,733 - $532,995	1,451 Added 2.33%	63,784 $23.2 Million
Q1 2024 May 13, 2024	SELL	$294.43 - $339.01 $346,544 - $399,014	-1,177 Reduced 1.85%	62,333 $21 Million
Q4 2023 Feb 02, 2024	SELL	$256.94 - $304.21 $1.35 Million - $1.6 Million	-5,251 Reduced 7.64%	63,510 $19.3 Million
Q3 2023 Nov 08, 2023	SELL	$263.8 - $285.38 $139,286 - $150,680	-528 Reduced 0.76%	68,761 $18.3 Million
Q2 2023 Aug 03, 2023	BUY	$239.31 - $275.18 $1.35 Million - $1.55 Million	5,637 Added 8.86%	69,289 $19.1 Million
Q1 2023 Aug 22, 2023	SELL	$209.92 - $244.33 $1.08 Million - $1.26 Million	-5,149 Reduced 7.43%	64,140 $15.7 Million
Q1 2023 Jun 14, 2023	SELL	$209.92 - $244.33 $102,440 - $119,233	-488 Reduced 0.76%	63,652 $15.6 Million
Q1 2023 May 10, 2023	BUY	$209.92 - $244.33 $102,440 - $119,233	488 Added 0.77%	64,140 $15.7 Million
Q4 2022 Aug 30, 2023	SELL	$207.03 - $232.89 $1.17 Million - $1.31 Million	-5,637 Reduced 8.14%	63,652 $13.6 Million
Q4 2022 Feb 13, 2023	BUY	$207.03 - $232.89 $562,707 - $632,995	2,718 Added 4.46%	63,652 $13.6 Million
Q3 2022 Feb 13, 2023	BUY	$210.4 - $257.47 $362,098 - $443,105	1,721 Added 2.91%	60,934 $0
Q3 2022 Nov 14, 2022	BUY	$210.4 - $257.47 $5.77 Million - $7.05 Million	27,401 Added 86.13%	59,213 $12.5 Million
Q2 2022 Aug 15, 2022	SELL	$209.9 - $283.21 $2.44 Million - $3.3 Million	-11,643 Reduced 26.79%	31,812 $6.96 Million
Q1 2022 May 16, 2022	BUY	$246.62 - $307.78 $10.7 Million - $13.4 Million	43,455 New	43,455 $12.1 Million

Others Institutions Holding IWF

# of Institutions

2,298

Shares Held

201M

Call Options Held

337K

Put Options Held

137K

View Full List

About ISHARES RUSSELL 1000 GR ETF

Ticker IWF
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Industry ETFs

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