Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	SELL	$46.21 - $51.17 $791,253 - $876,183	-17,123 Reduced 63.35%	9,907 $475,000
Q1 2024 May 13, 2024	BUY	$41.9 - $49.4 $272,350 - $321,100	6,500 Added 31.66%	27,030 $1.34 Million
Q4 2023 Feb 02, 2024	SELL	$42.54 - $48.28 $56,790 - $64,453	-1,335 Reduced 6.11%	20,530 $905,000
Q3 2023 Nov 08, 2023	SELL	$41.76 - $48.97 $6,890 - $8,080	-165 Reduced 0.75%	21,865 $1.04 Million
Q2 2023 Aug 03, 2023	SELL	$40.39 - $45.87 $3.58 Million - $4.06 Million	-88,567 Reduced 80.08%	22,030 $943,000
Q1 2023 Aug 22, 2023	BUY	$40.63 - $49.07 $2.49 Million - $3.01 Million	61,272 Added 278.13%	83,302 $3.64 Million
Q1 2023 Jun 14, 2023	BUY	$40.63 - $49.07 $1.11 Million - $1.34 Million	27,295 Added 32.77%	110,597 $4.84 Million
Q1 2023 May 10, 2023	SELL	$40.63 - $49.07 $1.11 Million - $1.34 Million	-27,310 Reduced 24.69%	83,302 $3.64 Million
Q4 2022 Aug 30, 2023	BUY	$41.43 - $50.5 $3.67 Million - $4.47 Million	88,567 Added 402.03%	110,597 $5.14 Million
Q4 2022 Feb 13, 2023	BUY	$41.43 - $50.5 $1.29 Million - $1.57 Million	31,110 Added 39.13%	110,612 $5.14 Million
Q3 2022 Nov 14, 2022	SELL	$36.07 - $45.64 $3.16 Million - $4 Million	-87,642 Reduced 52.44%	79,502 $3.13 Million
Q2 2022 Aug 15, 2022	SELL	$37.64 - $48.83 $2.58 Million - $3.34 Million	-68,470 Reduced 29.06%	167,144 $6.37 Million
Q1 2022 May 16, 2022	BUY	$31.0 - $42.12 $7.3 Million - $9.92 Million	235,614 New	235,614 $9.64 Million

Others Institutions Holding IYE

# of Institutions

316

Shares Held

14.3M

Call Options Held

16.3K

Put Options Held

1.6K

Morgan Stanley New York, NY

1.97M
Shares

$88.9 Million
0.01% of portfolio
Pgim Custom Harvest LLC Newark, NJ

1.42M
Shares

$64.1 Million
1.35% of portfolio
Bank Of America Corp Charlotte, NC

1.38M
Shares

$62.3 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

1.02M
Shares

$45.9 Million
0.01% of portfolio
Goldman Sachs Group Inc New York, NY

625K
Shares

$28.2 Million
0.0% of portfolio

About ISHARES TR

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