Atria Wealth Solutions, Inc. Ishares Russell 3000 ETF Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,337 shares of IWV stock, worth $3.87 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

11,337

Previous 10,389 9.13%

Holding current value

$3.87 Million

Previous $3.39 Million 11.64%

% of portfolio

0.04%

Previous 0.04%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$323.08 - $349.08 $306,279 - $330,927	948 Added 9.13%	11,337 $3.79 Million
Q3 2024 Nov 08, 2024	BUY	$294.75 - $326.73 $828,542 - $918,438	2,811 Added 37.09%	10,389 $3.39 Million
Q2 2024 Jul 22, 2024	SELL	$283.16 - $309.9 $264,754 - $289,756	-935 Reduced 10.98%	7,578 $2.34 Million
Q1 2024 May 13, 2024	BUY	$268.36 - $300.08 $177,385 - $198,352	661 Added 8.42%	8,513 $2.55 Million
Q4 2023 Feb 02, 2024	BUY	$234.36 - $274.87 $593,165 - $695,695	2,531 Added 47.57%	7,852 $2.15 Million
Q3 2023 Nov 08, 2023	SELL	$243.9 - $263.56 $2.93 Million - $3.16 Million	-11,996 Reduced 69.27%	5,321 $1.3 Million
Q2 2023 Aug 03, 2023	BUY	$231.57 - $254.48 $3.04 Million - $3.35 Million	13,145 Added 315.08%	17,317 $4.41 Million
Q1 2023 Aug 22, 2023	SELL	$218.83 - $242.18 $2.92 Million - $3.24 Million	-13,360 Reduced 77.15%	3,957 $931,000
Q1 2023 Jun 14, 2023	BUY	$218.83 - $242.18 $47,048 - $52,068	215 Added 5.43%	4,172 $982,000
Q1 2023 May 10, 2023	SELL	$218.83 - $242.18 $47,048 - $52,068	-215 Reduced 5.15%	3,957 $931,000
Q4 2022 Aug 30, 2023	SELL	$206.89 - $235.47 $2.72 Million - $3.1 Million	-13,145 Reduced 75.91%	4,172 $920,000
Q4 2022 Feb 13, 2023	SELL	$206.89 - $235.47 $46,757 - $53,216	-226 Reduced 5.14%	4,172 $920,000
Q3 2022 Feb 13, 2023	SELL	$207.04 - $249.4 $179,089 - $215,731	-865 Reduced 16.44%	4,398 $0
Q3 2022 Nov 14, 2022	BUY	$207.04 - $249.4 $94,617 - $113,975	457 Added 9.51%	5,263 $1.13 Million
Q2 2022 Aug 15, 2022	BUY	$210.65 - $265.31 $12,428 - $15,653	59 Added 1.24%	4,806 $1.05 Million
Q1 2022 May 16, 2022	BUY	$242.02 - $279.09 $1.15 Million - $1.32 Million	4,747 New	4,747 $1.25 Million

Others Institutions Holding IWV

# of Institutions

923

Shares Held

31.7M

Call Options Held

17.4K

Put Options Held

6.4K

View Full List

About ISHARES RUSSELL 3000 ETF

Ticker IWV
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Industry ETFs

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Atria Wealth Solutions, Inc. Ishares Russell 3000 ETF Transaction History