Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 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 5,593 shares of IYR stock, worth $489,219. This represents 0.01% of its overall portfolio holdings.

Number of Shares

5,593

Previous 5,442 2.77%

Holding current value

$489,219

Previous $497,000 1.01%

% of portfolio

0.01%

Previous 0.01%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	BUY	$85.32 - $92.22 $12,883 - $13,925	151 Added 2.77%	5,593 $502,000
Q4 2023 Feb 02, 2024	BUY	$73.28 - $92.46 $16,194 - $20,433	221 Added 4.23%	5,442 $497,000
Q3 2023 Nov 08, 2023	SELL	$77.12 - $89.86 $7,557 - $8,806	-98 Reduced 1.84%	5,221 $407,000
Q2 2023 Aug 03, 2023	SELL	$80.51 - $86.54 $77,611 - $83,424	-964 Reduced 15.34%	5,319 $460,000
Q1 2023 Aug 22, 2023	BUY	$78.73 - $95.24 $277,129 - $335,244	3,520 Added 66.18%	8,839 $750,000

Q1 2023 Jun 14, 2023	SELL	$78.73 - $95.24 $201,233 - $243,433	-2,556 Reduced 28.92%	6,283 $533,000
Q1 2023 May 10, 2023	BUY	$78.73 - $95.24 $201,233 - $243,433	2,556 Added 40.68%	8,839 $750,000
Q4 2022 Aug 30, 2023	BUY	$82.26 - $89.17 $79,298 - $85,959	964 Added 18.12%	6,283 $528,000
Q4 2022 Feb 13, 2023	SELL	$82.26 - $89.17 $47,710 - $51,718	-580 Reduced 8.45%	6,283 $528,000
Q3 2022 Nov 14, 2022	BUY	N/A	134 Added 1.99%	6,863 $559,000
Q2 2022 Aug 15, 2022	SELL	N/A	-3,771 Reduced 35.91%	6,729 $619,000
Q1 2022 May 16, 2022	BUY	N/A	10,500 New	10,500 $1.14 Million

Others Institutions Holding IYR

# of Institutions

550

Shares Held

51.2M

Call Options Held

7.14M

Put Options Held

6.54M

View Full List

About ISHARES TR

Ticker IYR
Sector ETFs
Industry Closed-End Fund - Equity

More about IYR

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Atria Wealth Solutions, Inc. Ishares Tr Transaction History