Atria Wealth Solutions, Inc. Ishares Russell Midcap Value E Transaction History

Atria Wealth Solutions, Inc.

  • $7.87 Billion
  • Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 29,712 shares of IWS stock, worth $3.83 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
29,712
Previous 31,464 5.57%
Holding current value
$3.83 Million
Previous $4.07 Million 8.04%
% of portfolio
0.05%
Previous 0.05%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
$122.59 - $135.24 $214,777 - $236,940
-1,752 Reduced 5.57%
29,712 $3.74 Million
Q4 2024

Jan 31, 2025
BUY
$128.08 - $140.32 $268,327 - $293,970
2,095 Added 7.13%
31,464 $4.07 Million
Q3 2024

Nov 08, 2024
BUY
$119.52 - $132.25 $8,844 - $9,786
74 Added 0.25%
29,369 $3.88 Million
Q2 2024

Jul 22, 2024
SELL
$117.31 - $125.13 $82,117 - $87,591
-700 Reduced 2.33%
29,295 $3.54 Million
Q1 2024

May 13, 2024
SELL
$112.43 - $125.33 $816,916 - $910,647
-7,266 Reduced 19.5%
29,995 $3.76 Million
Q4 2023

Feb 02, 2024
SELL
$97.63 - $117.08 $218,593 - $262,142
-2,239 Reduced 5.67%
37,261 $4.33 Million
Q3 2023

Nov 08, 2023
BUY
$103.48 - $114.68 $141,146 - $156,423
1,364 Added 3.58%
39,500 $4.12 Million
Q2 2023

Aug 03, 2023
BUY
$101.5 - $109.84 $185,643 - $200,897
1,829 Added 5.04%
38,136 $4.19 Million
Q1 2023

Aug 22, 2023
SELL
$100.22 - $116.23 $234,514 - $271,978
-2,340 Reduced 6.14%
35,796 $3.8 Million
Q1 2023

Jun 14, 2023
BUY
$100.22 - $116.23 $51,212 - $59,393
511 Added 1.43%
36,307 $3.86 Million
Q1 2023

May 10, 2023
SELL
$100.22 - $116.23 $51,212 - $59,393
-511 Reduced 1.41%
35,796 $3.8 Million
Q4 2022

Aug 30, 2023
SELL
$96.57 - $111.69 $176,626 - $204,281
-1,829 Reduced 4.8%
36,307 $3.82 Million
Q4 2022

Feb 13, 2023
BUY
$96.57 - $111.69 $90,099 - $104,206
933 Added 2.64%
36,307 $3.82 Million
Q3 2022

Feb 13, 2023
SELL
$96.05 - $115.74 $166,262 - $200,345
-1,731 Reduced 4.67%
35,374 $3.5 Million
Q3 2022

Nov 14, 2022
BUY
$96.05 - $115.74 $1.54 Million - $1.85 Million
15,993 Added 75.75%
37,105 $3.69 Million
Q2 2022

Aug 15, 2022
SELL
$99.42 - $121.64 $846,064 - $1.04 Million
-8,510 Reduced 28.73%
21,112 $2.14 Million
Q1 2022

May 16, 2022
BUY
$112.23 - $123.59 $3.32 Million - $3.66 Million
29,622 New
29,622 $3.54 Million

Others Institutions Holding IWS

# of Institutions
1,024
Shares Held
97.6M
Call Options Held
9.5K
Put Options Held
0
View Full List

About ISHARES RUSSELL MIDCAP VALUE E

IWS Quotes by TradingView
  • Ticker IWS
  • Sector ETFs
  • Industry ETFs
More about IWS
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