Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 67,734 shares of SHV stock, worth $7.47 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

67,734

Previous 66,144 2.4%

Holding current value

$7.47 Million

Previous $7.31 Million 2.53%

% of portfolio

0.08%

Previous 0.08%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

724

Shares Held

103M

Call Options Held

3.8K

Put Options Held

View Full List

About ISHARES TR

Ticker SHV
Sector ETFs
Industry ETFs

More about SHV

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 Transaction History