Atria Wealth Solutions, Inc. Ishares Russell 2000 ETF Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 108,748 shares of IWM stock, worth $21.8 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

108,748

Previous 102,296 6.31%

Holding current value

$21.8 Million

Previous $20.5 Million 11.39%

% of portfolio

0.27%

Previous 0.26%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$189.48 - $210.3 $1.22 Million - $1.36 Million	6,452 Added 6.31%	108,748 $22.9 Million
Q4 2023 Feb 02, 2024	BUY	$162.21 - $204.82 $2.86 Million - $3.62 Million	17,659 Added 20.86%	102,296 $20.5 Million
Q3 2023 Nov 08, 2023	BUY	$174.36 - $198.71 $1.02 Million - $1.16 Million	5,823 Added 7.39%	84,637 $15 Million
Q2 2023 Aug 03, 2023	BUY	$170.4 - $187.93 $4.1 Million - $4.52 Million	24,062 Added 43.95%	78,814 $14.8 Million
Q1 2023 Aug 22, 2023	SELL	$170.25 - $198.32 $1.13 Million - $1.32 Million	-6,650 Reduced 8.44%	72,164 $12.9 Million

Q1 2023 Jun 14, 2023	SELL	$170.25 - $198.32 $2.96 Million - $3.45 Million	-17,412 Reduced 24.13%	54,752 $9.77 Million
Q1 2023 May 10, 2023	BUY	$170.25 - $198.32 $2.92 Million - $3.41 Million	17,175 Added 31.23%	72,164 $12.9 Million
Q4 2022 Aug 30, 2023	SELL	$170.53 - $188.05 $4.1 Million - $4.52 Million	-24,062 Reduced 30.53%	54,752 $9.55 Million
Q4 2022 Feb 13, 2023	BUY	$170.53 - $188.05 $278,646 - $307,273	1,634 Added 3.06%	54,989 $9.59 Million
Q3 2022 Feb 13, 2023	SELL	$167.31 - $201.07 $186,550 - $224,193	-1,115 Reduced 2.05%	53,355 $8.93 Million
Q3 2022 Nov 14, 2022	BUY	$167.31 - $201.07 $2.88 Million - $3.46 Million	17,226 Added 46.25%	54,470 $9.04 Million
Q2 2022 Aug 15, 2022	SELL	$163.9 - $207.91 $1.37 Million - $1.73 Million	-8,329 Reduced 18.28%	37,244 $6.31 Million
Q1 2022 May 16, 2022	BUY	$191.52 - $225.32 $8.73 Million - $10.3 Million	45,573 New	45,573 $9.36 Million

Others Institutions Holding IWM

# of Institutions

2,582

Shares Held

306M

Call Options Held

239M

Put Options Held

413M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
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Industry ETFs

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Atria Wealth Solutions, Inc. Ishares Russell 2000 ETF Transaction History