Atria Wealth Solutions, Inc. Ishares Dj Us Tech ETF Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Dj Us Tech ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 159,233 shares of IYW stock, worth $26.3 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

159,233

Previous 163,384 2.54%

Holding current value

$26.3 Million

Previous $24.6 Million 1.82%

% of portfolio

0.27%

Previous 0.28%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$133.16 - $158.73 $552,747 - $658,888	-4,151 Reduced 2.54%	159,233 $24.1 Million
Q2 2024 Jul 22, 2024	BUY	$124.75 - $153.46 $244,135 - $300,321	1,957 Added 1.21%	163,384 $24.6 Million
Q1 2024 May 13, 2024	BUY	$117.5 - $136.59 $775,382 - $901,357	6,599 Added 4.26%	161,427 $21.8 Million
Q4 2023 Feb 02, 2024	BUY	$101.31 - $123.31 $3.52 Million - $4.28 Million	34,736 Added 28.92%	154,828 $19 Million
Q3 2023 Nov 08, 2023	SELL	$103.39 - $113.67 $7.32 Million - $8.04 Million	-70,765 Reduced 37.08%	120,092 $12.6 Million
Q2 2023 Aug 03, 2023	BUY	$88.68 - $109.37 $4.49 Million - $5.54 Million	50,620 Added 36.1%	190,857 $20.8 Million
Q1 2023 Aug 22, 2023	SELL	$72.54 - $92.81 $320,264 - $409,756	-4,415 Reduced 2.31%	186,442 $17.3 Million
Q1 2023 Jun 14, 2023	SELL	$72.54 - $92.81 $3.35 Million - $4.29 Million	-46,205 Reduced 24.78%	140,237 $13 Million
Q1 2023 May 10, 2023	BUY	$72.54 - $92.81 $3.35 Million - $4.28 Million	46,132 Added 32.88%	186,442 $17.3 Million
Q4 2022 Aug 30, 2023	SELL	$71.52 - $81.72 $3.62 Million - $4.14 Million	-50,620 Reduced 26.52%	140,237 $10.4 Million
Q4 2022 Feb 13, 2023	BUY	$71.52 - $81.72 $7.78 Million - $8.89 Million	108,825 Added 345.64%	140,310 $10.5 Million
Q3 2022 Feb 13, 2023	SELL	$73.37 - $94.5 $327,083 - $421,281	-4,458 Reduced 12.4%	31,485 $2.4 Million
Q3 2022 Nov 14, 2022	BUY	$73.37 - $94.5 $81,220 - $104,611	1,107 Added 3.18%	35,943 $2.71 Million
Q2 2022 Aug 15, 2022	BUY	$77.53 - $105.04 $144,205 - $195,374	1,860 Added 5.64%	34,836 $2.79 Million
Q1 2022 May 16, 2022	BUY	$90.78 - $115.41 $2.99 Million - $3.81 Million	32,976 New	32,976 $3.4 Million

Others Institutions Holding IYW

# of Institutions

1,149

Shares Held

84.4M

Call Options Held

80.4K

Put Options Held

33.1K

View Full List

About ISHARES DJ US TECH ETF

Ticker IYW
Sector ETFs
Industry ETFs

More about IYW

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 Dj Us Tech ETF Transaction History