Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 22, 2024	BUY	$89.39 - $96.85 $33,253 - $36,028	372 Added 8.66%	4,666 $441,000
Q1 2024 May 13, 2024	BUY	$83.91 - $95.65 $360,309 - $410,721	4,294 New	4,294 $410,000
Q1 2023 Jun 14, 2023	BUY	$68.23 - $82.05 $252,178 - $303,256	3,696 New	3,696 $262,000
Q4 2022 Aug 30, 2023	BUY	$67.64 - $80.38 $249,997 - $297,084	3,696 New	3,696 $278,000
Q4 2022 Feb 13, 2023	SELL	$67.64 - $80.38 $24,688 - $29,338	-365 Reduced 8.99%	3,696 $278,000
Q3 2022 Nov 14, 2022	BUY	$67.55 - $79.83 $274,320 - $324,189	4,061 New	4,061 $274,000
Q2 2022 Aug 15, 2022	SELL	$67.96 - $84.37 $296,985 - $368,696	-4,370 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$78.62 - $91.32 $343,569 - $399,068	4,370 New	4,370 $369,000

Others Institutions Holding IYF

# of Institutions

409

Shares Held

18M

Call Options Held

19.7K

Put Options Held

3.9K

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.99M
Shares

$222 Million
0.08% of portfolio
Bank Of America Corp Charlotte, NC

1.67M
Shares

$186 Million
0.01% of portfolio
Morgan Stanley New York, NY

1.28M
Shares

$143 Million
0.01% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$133 Million
1.87% of portfolio
Manufacturers Life Insurance Company, The Toronto, A6

769K
Shares

$85.8 Million
0.07% of portfolio

About ISHARES TR

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