Atria Wealth Solutions, Inc. Ishares Tr Residential And Mul Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Residential And Mul stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,874 shares of REZ stock, worth $991,953. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,874

Previous 19,804 40.04%

Holding current value

$991,953

Previous $1.6 Million 36.03%

% of portfolio

0.01%

Previous 0.02%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	SELL	$78.21 - $88.48 $620,205 - $701,646	-7,930 Reduced 40.04%	11,874 $1.03 Million
Q4 2024 Jan 31, 2025	BUY	$79.04 - $89.77 $745,584 - $846,800	9,433 Added 90.96%	19,804 $1.6 Million
Q3 2024 Nov 08, 2024	BUY	$76.42 - $91.19 $444,687 - $530,634	5,819 Added 127.83%	10,371 $921,000
Q2 2024 Jul 22, 2024	SELL	$68.06 - $77.1 $19,805 - $22,436	-291 Reduced 6.01%	4,552 $350,000
Q1 2024 May 13, 2024	BUY	$67.66 - $74.45 $1,082 - $1,191	16 Added 0.33%	4,843 $349,000
Q4 2023 Feb 02, 2024	BUY	$61.4 - $74.46 $4,420 - $5,361	72 Added 1.51%	4,827 $354,000
Q2 2023 Aug 03, 2023	BUY	$68.53 - $73.43 $11,444 - $12,262	167 Added 3.64%	4,755 $348,000
Q1 2023 Aug 22, 2023	SELL	$65.21 - $77.8 $21,388 - $25,518	-328 Reduced 6.9%	4,427 $312,000
Q1 2023 Jun 14, 2023	BUY	$65.21 - $77.8 $10,498 - $12,525	161 Added 3.64%	4,588 $324,000
Q1 2023 May 10, 2023	SELL	$65.21 - $77.8 $10,498 - $12,525	-161 Reduced 3.51%	4,427 $312,000
Q4 2022 Aug 30, 2023	SELL	$66.83 - $73.54 $11,160 - $12,281	-167 Reduced 3.51%	4,588 $313,000
Q4 2022 Feb 13, 2023	SELL	$66.83 - $73.54 $791,735 - $871,228	-11,847 Reduced 72.08%	4,588 $313,000
Q3 2022 Feb 13, 2023	BUY	$70.67 - $88.84 $24,946 - $31,360	353 Added 2.2%	16,435 $0
Q3 2022 Nov 14, 2022	BUY	$70.67 - $88.84 $27,985 - $35,180	396 Added 2.52%	16,082 $1.26 Million
Q2 2022 Aug 15, 2022	BUY	$75.39 - $99.18 $98,459 - $129,529	1,306 Added 9.08%	15,686 $1.26 Million
Q1 2022 May 16, 2022	BUY	$88.05 - $98.21 $1.27 Million - $1.41 Million	14,380 New	14,380 $1.38 Million

Others Institutions Holding REZ

# of Institutions

187

Shares Held

5.13M

Call Options Held

10.8K

Put Options Held

11.1K

View Full List

About ISHARES TR RESIDENTIAL AND MUL

Ticker REZ
Sector ETFs
Industry ETFs

More about REZ

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 Tr Residential And Mul Transaction History