Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 2,001 shares of IYM stock, worth $293,226. This represents 0.0% of its overall portfolio holdings.

Number of Shares
2,001
Previous 1,937 3.3%
Holding current value
$293,226
Previous $271,000 10.7%
% of portfolio
0.0%
Previous 0.0%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$136.13 - $151.64 $8,712 - $9,704
64 Added 3.3%
2,001 $300,000
Q2 2024

Jul 22, 2024
BUY
$140.01 - $149.03 $980 - $1,043
7 Added 0.36%
1,937 $271,000
Q1 2024

May 13, 2024
BUY
$130.2 - $147.73 $781 - $886
6 Added 0.31%
1,930 $285,000
Q4 2023

Feb 02, 2024
BUY
$119.29 - $139.6 $229,513 - $268,590
1,924 New
1,924 $265,000

Others Institutions Holding IYM

# of Institutions
211
Shares Held
2.51M
Call Options Held
3.9K
Put Options Held
100
View Full List

About ISHARES TR

IYM Quotes by TradingView
  • Ticker IYM
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYM
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