Atria Wealth Solutions, Inc. Ishares Tr Russell 200 Growth Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Russell 200 Growth stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 23,912 shares of IWY stock, worth $5.57 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

23,912

Previous 63,046 62.07%

Holding current value

$5.57 Million

Previous $14.8 Million 66.0%

% of portfolio

0.06%

Previous 0.17%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$210.19 - $243.33 $8.23 Million - $9.52 Million	-39,134 Reduced 62.07%	23,912 $5.04 Million
Q4 2024 Jan 31, 2025	BUY	$216.72 - $244.71 $6.95 Million - $7.85 Million	32,078 Added 103.58%	63,046 $14.8 Million
Q3 2024 Nov 08, 2024	SELL	$194.66 - $225.97 $7.41 Million - $8.6 Million	-38,070 Reduced 55.14%	30,968 $6.81 Million
Q2 2024 Jul 22, 2024	SELL	$183.56 - $216.15 $1.11 Million - $1.31 Million	-6,068 Reduced 8.08%	69,038 $14.8 Million
Q1 2024 May 13, 2024	BUY	$170.38 - $196.82 $3.9 Million - $4.5 Million	22,874 Added 43.79%	75,106 $14.7 Million
Q4 2023 Feb 02, 2024	BUY	$149.01 - $175.92 $4.77 Million - $5.64 Million	32,033 Added 158.59%	52,232 $9.15 Million
Q3 2023 Nov 08, 2023	SELL	$152.69 - $164.44 $4.19 Million - $4.51 Million	-27,450 Reduced 57.61%	20,199 $3.11 Million
Q2 2023 Aug 03, 2023	BUY	$136.24 - $158.56 $4.71 Million - $5.48 Million	34,540 Added 263.48%	47,649 $7.56 Million
Q1 2023 Aug 22, 2023	SELL	$117.74 - $138.93 $870,216 - $1.03 Million	-7,391 Reduced 15.51%	40,258 $5.59 Million
Q1 2023 Jun 14, 2023	SELL	$117.74 - $138.93 $3.2 Million - $3.77 Million	-27,149 Reduced 67.44%	13,109 $1.82 Million
Q1 2023 May 10, 2023	BUY	$117.74 - $138.93 $2.98 Million - $3.52 Million	25,322 Added 169.54%	40,258 $5.59 Million
Q4 2022 Aug 30, 2023	SELL	$117.55 - $131.34 $4.06 Million - $4.54 Million	-34,540 Reduced 72.49%	13,109 $1.58 Million
Q4 2022 Feb 13, 2023	BUY	$117.55 - $131.34 $294,697 - $329,269	2,507 Added 20.17%	14,936 $1.8 Million
Q3 2022 Feb 13, 2023	SELL	$119.49 - $146.95 $71,455 - $87,876	-598 Reduced 4.59%	12,429 $0
Q3 2022 Nov 14, 2022	BUY	$119.49 - $146.95 $681,212 - $837,761	5,701 Added 77.82%	13,027 $1.58 Million
Q2 2022 Aug 15, 2022	SELL	$120.18 - $161.96 $1.05 Million - $1.41 Million	-8,712 Reduced 54.32%	7,326 $917,000
Q1 2022 May 16, 2022	BUY	$141.01 - $175.1 $2.26 Million - $2.81 Million	16,038 New	16,038 $2.55 Million

Others Institutions Holding IWY

# of Institutions

595

Shares Held

51.9M

Call Options Held

4.7K

Put Options Held

6.5K

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About ISHARES TR RUSSELL 200 GROWTH

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Atria Wealth Solutions, Inc. Ishares Tr Russell 200 Growth Transaction History