Atria Wealth Solutions, Inc. Ishares Tr Ishares Morningstar Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

Shares

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 13, 2024	SELL	$19.46 - $19.93 $416,930 - $427,000	-21,425 Reduced 62.9%	12,637 $251,000
Q4 2023 Feb 02, 2024	SELL	$18.43 - $20.12 $42,702 - $46,618	-2,317 Reduced 6.37%	34,062 $685,000
Q3 2023 Nov 08, 2023	BUY	$18.96 - $19.68 $2,142 - $2,223	113 Added 0.31%	36,379 $692,000
Q2 2023 Aug 03, 2023	BUY	$18.84 - $19.52 $365,872 - $379,078	19,420 Added 115.28%	36,266 $707,000
Q1 2023 Aug 22, 2023	SELL	$18.75 - $20.3 $382,875 - $414,526	-20,420 Reduced 56.31%	15,846 $305,000
Q1 2023 Jun 14, 2023	BUY	$18.75 - $20.3 $18,750 - $20,300	1,000 Added 6.31%	16,846 $324,000
Q1 2023 May 10, 2023	SELL	$18.75 - $20.3 $18,750 - $20,300	-1,000 Reduced 5.94%	15,846 $305,000
Q4 2022 Aug 30, 2023	SELL	$18.04 - $19.73 $350,336 - $383,156	-19,420 Reduced 53.55%	16,846 $319,000
Q4 2022 Feb 13, 2023	SELL	$18.04 - $19.73 $4,401 - $4,814	-244 Reduced 1.43%	16,846 $319,000
Q3 2022 Nov 14, 2022	BUY	$18.36 - $20.67 $660 - $744	36 Added 0.21%	17,090 $314,000
Q2 2022 Aug 15, 2022	SELL	$19.62 - $22.38 $94,215 - $107,468	-4,802 Reduced 21.97%	17,054 $338,000
Q1 2022 May 16, 2022	BUY	$21.76 - $23.86 $475,586 - $521,484	21,856 New	21,856 $489,000

Others Institutions Holding IYLD

# of Institutions

59

Shares Held

1.22M

Call Options Held

0

Put Options Held

0

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