Atria Wealth Solutions, Inc. Ishares Msci Usa Quality Facto Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Msci Usa Quality Facto stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 490,165 shares of QUAL stock, worth $91.3 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
490,165
Previous 495,262 1.03%
Holding current value
$91.3 Million
Previous $88.8 Million 1.7%
% of portfolio
1.0%
Previous 1.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$176.42 - $186.91 $899,212 - $952,680
-5,097 Reduced 1.03%
490,165 $87.3 Million
Q3 2024

Nov 08, 2024
BUY
$162.64 - $179.3 $181,994 - $200,636
1,119 Added 0.23%
495,262 $88.8 Million
Q2 2024

Jul 22, 2024
BUY
$154.56 - $173.19 $6.19 Million - $6.94 Million
40,059 Added 8.82%
494,143 $84.4 Million
Q1 2024

May 13, 2024
BUY
$144.62 - $165.44 $52,497 - $60,054
363 Added 0.08%
454,084 $74.6 Million
Q4 2023

Feb 02, 2024
BUY
$127.66 - $147.99 $3.25 Million - $3.77 Million
25,473 Added 5.95%
453,721 $66.8 Million
Q3 2023

Nov 08, 2023
SELL
$130.77 - $139.97 $8.38 Million - $8.96 Million
-64,045 Reduced 13.01%
428,248 $56.4 Million
Q2 2023

Aug 03, 2023
BUY
$121.98 - $134.87 $36.2 Million - $40 Million
296,657 Added 151.64%
492,293 $66.4 Million
Q1 2023

Aug 22, 2023
SELL
$113.23 - $126.2 $4.5 Million - $5.02 Million
-39,742 Reduced 8.07%
452,551 $56.1 Million
Q1 2023

Jun 14, 2023
SELL
$113.23 - $126.2 $29.1 Million - $32.4 Million
-256,915 Reduced 56.77%
195,636 $24.3 Million
Q1 2023

May 10, 2023
BUY
$113.23 - $126.2 $29.1 Million - $32.4 Million
256,913 Added 131.32%
452,551 $56.1 Million
Q4 2022

Aug 30, 2023
SELL
$103.82 - $121.24 $30.8 Million - $36 Million
-296,657 Reduced 60.26%
195,636 $22.3 Million
Q4 2022

Feb 13, 2023
BUY
$103.82 - $121.24 $474,872 - $554,551
4,574 Added 2.39%
195,638 $22.3 Million
Q3 2022

Feb 13, 2023
SELL
$103.94 - $126.48 $110,592 - $134,574
-1,064 Reduced 0.55%
191,064 $20.5 Million
Q3 2022

Nov 14, 2022
BUY
$103.94 - $126.48 $8.03 Million - $9.77 Million
77,259 Added 67.26%
192,128 $20 Million
Q2 2022

Aug 15, 2022
SELL
$108.57 - $135.98 $1.95 Million - $2.44 Million
-17,946 Reduced 13.51%
114,869 $12.8 Million
Q1 2022

May 16, 2022
BUY
$123.55 - $145.17 $16.4 Million - $19.3 Million
132,815 New
132,815 $17.9 Million

Others Institutions Holding QUAL

# of Institutions
1,563
Shares Held
236M
Call Options Held
23.3K
Put Options Held
11.6K
View Full List

About ISHARES MSCI USA QUALITY FACTO

QUAL Quotes by TradingView
  • Ticker QUAL
  • Sector ETFs
  • Industry ETFs
More about QUAL
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email