Atria Wealth Solutions, Inc. Ishares Tr Msci Eafe Small Cap Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Msci Eafe Small Cap stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,324 shares of SCZ stock, worth $870,815. This represents 0.02% of its overall portfolio holdings.

Number of Shares

11,324

Previous 11,167 1.41%

Holding current value

$870,815

Previous $709,000 16.08%

% of portfolio

0.02%

Previous 0.01%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	BUY	$57.14 - $72.68 $8,970 - $11,410	157 Added 1.41%	11,324 $823,000
Q1 2025 May 09, 2025	SELL	$59.28 - $66.1 $474 - $528	-8 Reduced 0.07%	11,167 $709,000
Q4 2024 Jan 31, 2025	SELL	$60.13 - $67.31 $4,269 - $4,779	-71 Reduced 0.63%	11,175 $678,000
Q3 2024 Nov 08, 2024	SELL	$60.13 - $68.17 $312,495 - $354,279	-5,197 Reduced 31.61%	11,246 $761,000
Q2 2024 Jul 22, 2024	SELL	$60.46 - $64.81 $207,740 - $222,687	-3,436 Reduced 17.28%	16,443 $1.01 Million
Q1 2024 May 13, 2024	BUY	$59.15 - $63.58 $68,140 - $73,244	1,152 Added 6.15%	19,879 $1.26 Million
Q4 2023 Feb 02, 2024	SELL	$52.38 - $61.98 $160,649 - $190,092	-3,067 Reduced 14.07%	18,727 $1.16 Million
Q3 2023 Nov 08, 2023	SELL	$56.15 - $61.67 $199,051 - $218,620	-3,545 Reduced 13.99%	21,794 $1.23 Million
Q2 2023 Aug 03, 2023	SELL	$57.9 - $61.26 $1.44 Million - $1.52 Million	-24,856 Reduced 49.52%	25,339 $1.49 Million
Q1 2023 Aug 22, 2023	BUY	$56.53 - $62.22 $1.19 Million - $1.31 Million	21,064 Added 83.13%	46,403 $2.76 Million
Q1 2023 Jun 14, 2023	BUY	$56.53 - $62.22 $214,361 - $235,938	3,792 Added 8.17%	50,195 $2.99 Million
Q1 2023 May 10, 2023	SELL	$56.53 - $62.22 $232,168 - $255,537	-4,107 Reduced 8.13%	46,403 $2.76 Million
Q4 2022 Aug 30, 2023	BUY	$48.03 - $57.76 $1.19 Million - $1.44 Million	24,856 Added 98.09%	50,195 $2.84 Million
Q4 2022 Feb 13, 2023	BUY	$48.03 - $57.76 $11,719 - $14,093	244 Added 0.49%	50,510 $2.85 Million
Q3 2022 Feb 13, 2023	BUY	$48.3 - $59.56 $228,507 - $281,778	4,731 Added 10.39%	50,266 $2.5 Million
Q3 2022 Nov 14, 2022	BUY	$48.3 - $59.56 $191,799 - $236,512	3,971 Added 9.55%	45,535 $2.22 Million
Q2 2022 Aug 15, 2022	BUY	$54.29 - $67.38 $1.2 Million - $1.49 Million	22,130 Added 113.87%	41,564 $2.27 Million
Q1 2022 May 16, 2022	BUY	$61.01 - $73.65 $1.19 Million - $1.43 Million	19,434 New	19,434 $1.29 Million

Others Institutions Holding SCZ

# of Institutions

808

Shares Held

107M

Call Options Held

Put Options Held

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About ISHARES TR MSCI EAFE SMALL CAP

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Atria Wealth Solutions, Inc. Ishares Tr Msci Eafe Small Cap Transaction History