Atria Wealth Solutions, Inc. Ishares Russell Mid Cap Growth Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 7,869 shares of IWP stock, worth $1.08 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

7,869

Previous 22,801 65.49%

Holding current value

$1.08 Million

Previous $2.68 Million 59.26%

% of portfolio

0.03%

Previous 0.03%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$104.34 - $138.68 $1.56 Million - $2.07 Million	-14,932 Reduced 65.49%	7,869 $1.09 Million
Q1 2025 May 09, 2025	SELL	$114.9 - $139.6 $104,214 - $126,617	-907 Reduced 3.83%	22,801 $2.68 Million
Q4 2024 Jan 31, 2025	BUY	$116.4 - $138.52 $155,510 - $185,062	1,336 Added 5.97%	23,708 $3 Million
Q3 2024 Nov 08, 2024	SELL	$103.87 - $117.59 $118,723 - $134,405	-1,143 Reduced 4.86%	22,372 $2.62 Million
Q2 2024 Jul 22, 2024	SELL	$105.7 - $113.43 $187,089 - $200,771	-1,770 Reduced 7.0%	23,515 $2.59 Million

Q1 2024 May 13, 2024	SELL	$100.66 - $114.14 $450,050 - $510,319	-4,471 Reduced 15.03%	25,285 $2.89 Million
Q4 2023 Feb 02, 2024	BUY	$85.66 - $105.12 $115,384 - $141,596	1,347 Added 4.74%	29,756 $3.11 Million
Q3 2023 Nov 08, 2023	SELL	$89.97 - $100.32 $484,578 - $540,323	-5,386 Reduced 15.94%	28,409 $2.6 Million
Q2 2023 Aug 03, 2023	SELL	$87.72 - $96.63 $160,878 - $177,219	-1,834 Reduced 5.15%	33,795 $3.27 Million
Q1 2023 Aug 22, 2023	BUY	$82.89 - $94.68 $187,082 - $213,692	2,257 Added 6.68%	36,052 $3.28 Million
Q1 2023 Jun 14, 2023	SELL	$82.89 - $94.68 $35,062 - $40,049	-423 Reduced 1.17%	35,629 $3.24 Million
Q1 2023 May 10, 2023	BUY	$82.89 - $94.68 $30,669 - $35,031	370 Added 1.04%	36,052 $3.28 Million
Q4 2022 Aug 30, 2023	BUY	$77.4 - $89.88 $141,951 - $164,839	1,834 Added 5.43%	35,629 $2.98 Million
Q4 2022 Feb 13, 2023	SELL	$77.4 - $89.88 $129,103 - $149,919	-1,668 Reduced 4.47%	35,682 $2.98 Million
Q3 2022 Feb 13, 2023	BUY	$78.02 - $94.38 $159,082 - $192,440	2,039 Added 5.77%	37,350 $0
Q3 2022 Nov 14, 2022	BUY	$78.02 - $94.38 $1.48 Million - $1.79 Million	18,951 Added 115.84%	35,311 $2.78 Million
Q2 2022 Aug 15, 2022	SELL	$75.41 - $102.47 $1.86 Million - $2.53 Million	-24,703 Reduced 60.16%	16,360 $1.3 Million
Q1 2022 May 16, 2022	BUY	$89.52 - $114.03 $3.68 Million - $4.68 Million	41,063 New	41,063 $4.13 Million

Others Institutions Holding IWP

# of Institutions

1,318

Shares Held

127M

Call Options Held

167K

Put Options Held

267K

View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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Atria Wealth Solutions, Inc. Ishares Russell Mid Cap Growth Transaction History