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

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

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 65,847 shares of IWM stock, worth $16.1 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares

65,847

Previous 76,564 14.0%

Holding current value

$16.1 Million

Previous $15.3 Million 6.97%

% of portfolio

0.34%

Previous 0.19%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$174.82 - $215.79 $1.87 Million - $2.31 Million	-10,717 Reduced 14.0%	65,847 $14.2 Million
Q1 2025 May 09, 2025	SELL	$198.1 - $229.79 $4.48 Million - $5.2 Million	-22,621 Reduced 22.81%	76,564 $15.3 Million
Q4 2024 Jan 31, 2025	SELL	$216.13 - $242.4 $697,019 - $781,740	-3,225 Reduced 3.15%	99,185 $21.9 Million
Q3 2024 Nov 08, 2024	SELL	$200.87 - $224.6 $190,023 - $212,471	-946 Reduced 0.92%	102,410 $22.6 Million
Q2 2024 Jul 22, 2024	SELL	$192.84 - $209.44 $1.04 Million - $1.13 Million	-5,392 Reduced 4.96%	103,356 $21 Million
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	$166.81 - $188.05 $4.01 Million - $4.52 Million	-24,062 Reduced 30.53%	54,752 $9.55 Million
Q4 2022 Feb 13, 2023	BUY	$166.81 - $188.05 $272,567 - $307,273	1,634 Added 3.06%	54,989 $9.59 Million
Q3 2022 Feb 13, 2023	SELL	$164.17 - $201.07 $183,049 - $224,193	-1,115 Reduced 2.05%	53,355 $8.93 Million
Q3 2022 Nov 14, 2022	BUY	$164.17 - $201.07 $2.83 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

2,923

Shares Held

304M

Call Options Held

285M

Put Options Held

617M

View Full List

About ISHARES RUSSELL 2000 ETF

Ticker IWM
Sector ETFs
Industry ETFs

More about IWM

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Account

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