Atria Wealth Solutions, Inc. Ishares Russell 2000 Gwt 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 Gwt ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 4,564 shares of IWO stock, worth $1.48 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

4,564

Previous 11,965 61.86%

Holding current value

$1.48 Million

Previous $3.06 Million 57.34%

% of portfolio

0.03%

Previous 0.04%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$224.16 - $285.86 $1.66 Million - $2.12 Million	-7,401 Reduced 61.86%	4,564 $1.3 Million
Q1 2025 May 09, 2025	SELL	$254.58 - $302.92 $789,961 - $939,960	-3,103 Reduced 20.59%	11,965 $3.06 Million
Q4 2024 Jan 31, 2025	BUY	$278.19 - $315.36 $805,916 - $913,597	2,897 Added 23.8%	15,068 $4.34 Million
Q3 2024 Nov 08, 2024	BUY	$256.4 - $289.78 $179,736 - $203,135	701 Added 6.11%	12,171 $3.46 Million
Q2 2024 Jul 22, 2024	BUY	$245.29 - $268.7 $130,248 - $142,679	531 Added 4.85%	11,470 $3.01 Million
Q1 2024 May 13, 2024	SELL	$239.5 - $270.8 $427,507 - $483,378	-1,785 Reduced 14.03%	10,939 $2.96 Million
Q4 2023 Feb 02, 2024	BUY	$204.07 - $257.57 $247,332 - $312,174	1,212 Added 10.53%	12,724 $3.21 Million
Q3 2023 Nov 08, 2023	SELL	$221.24 - $254.04 $315,488 - $362,261	-1,426 Reduced 11.02%	11,512 $2.58 Million
Q2 2023 Aug 03, 2023	BUY	$219.8 - $242.66 $262,880 - $290,221	1,196 Added 10.19%	12,938 $3.14 Million
Q1 2023 Aug 22, 2023	SELL	$212.51 - $245.01 $237,586 - $273,921	-1,118 Reduced 8.64%	11,820 $2.68 Million
Q1 2023 Jun 14, 2023	SELL	$212.51 - $245.01 $16,575 - $19,110	-78 Reduced 0.66%	11,742 $2.66 Million
Q1 2023 May 10, 2023	BUY	$212.51 - $245.01 $16,575 - $19,110	78 Added 0.66%	11,820 $2.68 Million
Q4 2022 Aug 30, 2023	SELL	$205.84 - $231.03 $246,184 - $276,311	-1,196 Reduced 9.24%	11,742 $2.52 Million
Q4 2022 Feb 13, 2023	SELL	$205.84 - $231.03 $63,192 - $70,926	-307 Reduced 2.55%	11,742 $2.52 Million
Q3 2022 Feb 13, 2023	SELL	$202.93 - $248.43 $398,351 - $487,668	-1,963 Reduced 14.01%	12,049 $2.48 Million
Q3 2022 Nov 14, 2022	BUY	$202.93 - $248.43 $711,269 - $870,747	3,505 Added 33.36%	14,012 $2.9 Million
Q2 2022 Aug 15, 2022	SELL	$194.2 - $261.13 $488,024 - $656,219	-2,513 Reduced 19.3%	10,507 $2.17 Million
Q1 2022 May 16, 2022	BUY	$234.1 - $296.68 $3.05 Million - $3.86 Million	13,020 New	13,020 $3.33 Million

Others Institutions Holding IWO

# of Institutions

1,103

Shares Held

33.2M

Call Options Held

45.7K

Put Options Held

26.2K

View Full List

About ISHARES RUSSELL 2000 GWT ETF

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