Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 30,886 shares of SHV stock, worth $3.4 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

30,886

Previous 85,968 64.07%

Holding current value

$3.4 Million

Previous $9.5 Million 64.09%

% of portfolio

0.08%

Previous 0.12%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$110.06 - $110.46 $6.06 Million - $6.08 Million	-55,082 Reduced 64.07%	30,886 $3.41 Million
Q1 2025 May 09, 2025	BUY	$110.11 - $110.51 $125,635 - $126,091	1,141 Added 1.35%	85,968 $9.5 Million
Q4 2024 Jan 31, 2025	BUY	$109.92 - $110.57 $1.88 Million - $1.89 Million	17,093 Added 25.24%	84,827 $9.34 Million
Q3 2024 Nov 08, 2024	BUY	$110.05 - $110.63 $174,979 - $175,901	1,590 Added 2.4%	67,734 $7.49 Million
Q2 2024 Jul 22, 2024	SELL	$110.04 - $110.51 $1.64 Million - $1.64 Million	-14,863 Reduced 18.35%	66,144 $7.31 Million
Q1 2024 May 13, 2024	BUY	$110.11 - $110.57 $2.59 Million - $2.6 Million	23,516 Added 40.9%	81,007 $8.95 Million
Q4 2023 Feb 02, 2024	BUY	$109.86 - $110.59 $331,557 - $333,760	3,018 Added 5.54%	57,491 $6.33 Million
Q3 2023 Nov 08, 2023	BUY	$109.99 - $110.5 $3.15 Million - $3.17 Million	28,649 Added 110.94%	54,473 $6.02 Million
Q2 2023 Aug 03, 2023	SELL	$110.0 - $110.45 $1.17 Million - $1.17 Million	-10,635 Reduced 29.17%	25,824 $2.85 Million
Q1 2023 Aug 22, 2023	BUY	$109.94 - $110.5 $612,365 - $615,485	5,570 Added 21.57%	31,394 $3.47 Million
Q1 2023 Jun 14, 2023	BUY	$109.94 - $110.5 $556,846 - $559,682	5,065 Added 16.13%	36,459 $4.03 Million
Q1 2023 May 10, 2023	SELL	$109.94 - $110.5 $701,197 - $704,769	-6,378 Reduced 16.89%	31,394 $3.47 Million
Q4 2022 Aug 30, 2023	BUY	$109.74 - $110.1 $1.17 Million - $1.17 Million	10,635 Added 41.18%	36,459 $4.01 Million
Q4 2022 Feb 13, 2023	SELL	$109.74 - $110.1 $4.9 Million - $4.92 Million	-44,689 Reduced 54.19%	37,772 $4.15 Million
Q3 2022 Feb 13, 2023	SELL	$109.92 - $110.13 $866,609 - $868,264	-7,884 Reduced 8.73%	82,461 $0
Q3 2022 Nov 14, 2022	BUY	$109.92 - $110.13 $3.07 Million - $3.08 Million	27,922 Added 44.73%	90,345 $9.94 Million
Q2 2022 Aug 15, 2022	BUY	$109.96 - $110.28 $1.54 Million - $1.54 Million	13,965 Added 28.82%	62,423 $6.87 Million
Q1 2022 May 16, 2022	BUY	$110.22 - $110.4 $5.34 Million - $5.35 Million	48,458 New	48,458 $5.34 Million

Others Institutions Holding SHV

# of Institutions

798

Shares Held

102M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker SHV
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Atria Wealth Solutions, Inc. Ishares Tr Transaction History