Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
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

249

Shares Held

12.5M

Call Options Held

9.2K

Put Options Held

2.4K

Envestnet Asset Management Inc

1.51M
Shares

$108 Million
0.03% of portfolio
River Front Investment Group, LLC Richmond, VA

1.45M
Shares

$104 Million
2.56% of portfolio
Goldman Sachs Group Inc New York, NY

1.12M
Shares

$80.1 Million
0.01% of portfolio
Morgan Stanley New York, NY

953K
Shares

$68.1 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

600K
Shares

$42.9 Million
0.0% of portfolio

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