A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 2,841 shares of IYG stock, worth $227,251. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,841
Holding current value
$227,251
% of portfolio
0.0%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES TR


  • Ticker IYG
  • Sector ETFs
  • Industry ETFs
More about IYG
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.