Atria Wealth Solutions, Inc. Ishares U.S. Consumer Staples Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,482 shares of IYK stock, worth $392,730. This represents 0.0% of its overall portfolio holdings.

Number of Shares

5,482

Previous 5,634 2.7%

Holding current value

$392,730

Previous $397,000 9.57%

% of portfolio

0.0%

Previous 0.0%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$65.32 - $70.92 $9,928 - $10,779	-152 Reduced 2.7%	5,482 $359,000
Q3 2024 Nov 08, 2024	BUY	$65.27 - $72.12 $130 - $144	2 Added 0.04%	5,634 $397,000
Q2 2024 Jul 22, 2024	BUY	$64.04 - $68.25 $4,867 - $5,187	76 Added 1.37%	5,632 $370,000
Q1 2024 May 13, 2024	BUY	$65.5 - $197.39 $134,340 - $404,846	2,051 Added 58.52%	5,556 $375,000
Q4 2023 Feb 02, 2024	BUY	$178.71 - $194.11 $51,825 - $56,291	290 Added 9.02%	3,505 $671,000
Q3 2023 Nov 08, 2023	SELL	$186.51 - $205.29 $418,341 - $460,465	-2,243 Reduced 41.1%	3,215 $599,000
Q2 2023 Aug 03, 2023	BUY	$194.31 - $207.61 $514,338 - $549,543	2,647 Added 94.17%	5,458 $1.09 Million
Q1 2023 Aug 22, 2023	SELL	$190.43 - $204.74 $251,177 - $270,052	-1,319 Reduced 24.17%	4,139 $824,000
Q1 2023 Jun 14, 2023	SELL	$190.43 - $204.74 $252,891 - $271,894	-1,328 Reduced 32.09%	2,811 $560,000
Q1 2023 May 10, 2023	BUY	$190.43 - $204.74 $148,535 - $159,697	780 Added 23.22%	4,139 $824,000
Q4 2022 Aug 30, 2023	SELL	$59.77 - $210.04 $158,211 - $555,975	-2,647 Reduced 48.5%	2,811 $570,000
Q4 2022 Feb 13, 2023	BUY	$59.77 - $210.04 $37,834 - $132,955	633 Added 23.22%	3,359 $681,000
Q3 2022 Nov 14, 2022	BUY	$59.94 - $207.27 $163,396 - $565,018	2,726 New	2,726 $490,000
Q2 2022 Aug 15, 2022	SELL	$185.26 - $213.41 $381,450 - $439,411	-2,059 Closed	0 $0
Q1 2022 May 16, 2022	BUY	$189.45 - $204.68 $390,077 - $421,436	2,059 New	2,059 $413,000

Others Institutions Holding IYK

# of Institutions

263

Shares Held

9.71M

Call Options Held

Put Options Held

View Full List

About ISHARES U.S. CONSUMER STAPLES

Ticker IYK
Sector ETFs
Industry ETFs

More about IYK

Track This Portfolio

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.

Account

Atria Wealth Solutions, Inc. Ishares U.S. Consumer Staples Transaction History