Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 2,683 shares of IYG stock, worth $238,572. This represents 0.01% of its overall portfolio holdings.

Number of Shares

2,683

Previous 3,184 15.73%

Holding current value

$238,572

Previous $250,000 8.4%

% of portfolio

0.01%

Previous 0.0%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$68.9 - $85.6 $34,518 - $42,885	-501 Reduced 15.73%	2,683 $229,000
Q1 2025 May 09, 2025	BUY	$74.6 - $84.81 $74 - $84	1 Added 0.03%	3,184 $250,000
Q4 2024 Jan 31, 2025	BUY	$70.24 - $82.34 $24,022 - $28,160	342 Added 12.04%	3,183 $247,000
Q3 2024 Nov 08, 2024	BUY	$64.2 - $71.76 $182,392 - $203,870	2,841 New	2,841 $201,000
Q1 2024 May 13, 2024	BUY	$63.91 - $191.92 $196,267 - $589,386	3,071 Added 185.22%	4,729 $313,000
Q4 2023 Feb 02, 2024	SELL	$145.02 - $179.81 $86,431 - $107,166	-596 Reduced 26.44%	1,658 $297,000
Q3 2023 Nov 08, 2023	SELL	$154.42 - $169.5 $25,942 - $28,476	-168 Reduced 6.94%	2,254 $348,000
Q2 2023 Aug 03, 2023	SELL	$144.44 - $157.99 $391,143 - $427,836	-2,708 Reduced 52.79%	2,422 $382,000
Q1 2023 Aug 22, 2023	BUY	$145.23 - $176.24 $321,103 - $389,666	2,211 Added 91.29%	4,633 $699,000
Q1 2023 Jun 14, 2023	BUY	$145.23 - $176.24 $72,179 - $87,591	497 Added 10.73%	5,130 $774,000
Q1 2023 May 10, 2023	SELL	$145.23 - $176.24 $72,179 - $87,591	-497 Reduced 9.69%	4,633 $699,000
Q4 2022 Aug 30, 2023	BUY	$46.92 - $169.19 $127,059 - $458,166	2,708 Added 111.81%	5,130 $808,000
Q4 2022 Feb 13, 2023	BUY	$46.92 - $169.19 $3,472 - $12,520	74 Added 1.46%	5,130 $808,000
Q3 2022 Nov 14, 2022	SELL	$47.08 - $57.16 $100,751 - $122,322	-2,140 Reduced 29.74%	5,056 $714,000
Q2 2022 Aug 15, 2022	SELL	$48.28 - $60.23 $33,989 - $42,401	-704 Reduced 8.91%	7,196 $1.07 Million
Q1 2022 May 16, 2022	BUY	$55.98 - $67.65 $442,242 - $534,435	7,900 New	7,900 $1.43 Million

Others Institutions Holding IYG

# of Institutions

287

Shares Held

13.9M

Call Options Held

62.6K

Put Options Held

50.1K

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About ISHARES TR

Ticker IYG
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Atria Wealth Solutions, Inc. Ishares Tr Transaction History