Atria Wealth Solutions, Inc. Ishares 0 5 Year Investment Gr Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares 0 5 Year Investment Gr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 4,895 shares of SLQD stock, worth $247,099. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,895
Previous 205,444 97.62%
Holding current value
$247,099
Previous $10.3 Million 97.61%
% of portfolio
0.01%
Previous 0.13%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$49.79 - $50.59 $9.99 Million - $10.1 Million
-200,549 Reduced 97.62%
4,895 $247,000
Q1 2025

May 09, 2025
BUY
$49.6 - $50.28 $9.56 Million - $9.69 Million
192,656 Added 1506.54%
205,444 $10.3 Million
Q4 2024

Jan 31, 2025
BUY
$49.58 - $50.28 $3,867 - $3,921
78 Added 0.61%
12,788 $636,000
Q3 2024

Nov 08, 2024
SELL
$49.07 - $50.44 $25,320 - $26,027
-516 Reduced 3.9%
12,710 $640,000
Q2 2024

Jul 22, 2024
SELL
$48.75 - $49.28 $4.32 Million - $4.36 Million
-88,528 Reduced 87.0%
13,226 $651,000
Q1 2024

May 13, 2024
BUY
$48.97 - $49.36 $243,576 - $245,516
4,974 Added 5.14%
101,754 $5.01 Million
Q4 2023

Feb 02, 2024
BUY
$47.66 - $49.2 $63,864 - $65,928
1,340 Added 1.4%
96,780 $4.76 Million
Q3 2023

Nov 08, 2023
BUY
$47.89 - $48.35 $151,715 - $153,172
3,168 Added 3.43%
95,440 $4.58 Million
Q2 2023

Aug 03, 2023
BUY
$48.08 - $48.64 $3.32 Million - $3.35 Million
68,961 Added 295.83%
92,272 $4.45 Million
Q1 2023

Aug 22, 2023
SELL
$47.6 - $48.55 $3.51 Million - $3.58 Million
-73,804 Reduced 79.99%
18,468 $895,000
Q1 2023

Jun 14, 2023
BUY
$47.6 - $48.55 $230,526 - $235,127
4,843 Added 26.22%
23,311 $1.13 Million
Q1 2023

May 10, 2023
SELL
$47.6 - $48.55 $230,526 - $235,127
-4,843 Reduced 20.78%
18,468 $895,000
Q4 2022

Aug 30, 2023
SELL
$46.96 - $48.14 $3.24 Million - $3.32 Million
-68,961 Reduced 74.74%
23,311 $1.12 Million
Q4 2022

Feb 13, 2023
SELL
$46.96 - $48.14 $492,328 - $504,699
-10,484 Reduced 31.02%
23,311 $1.12 Million
Q3 2022

Feb 13, 2023
SELL
$47.28 - $49.07 $494,501 - $513,223
-10,459 Reduced 23.63%
33,795 $1.61 Million
Q3 2022

Nov 14, 2022
BUY
$47.28 - $49.07 $875,247 - $908,383
18,512 Added 71.91%
44,254 $2.12 Million
Q2 2022

Aug 15, 2022
BUY
$47.87 - $49.29 $258,210 - $265,870
5,394 Added 26.51%
25,742 $1.25 Million
Q1 2022

May 16, 2022
BUY
$49.19 - $51.02 $1 Million - $1.04 Million
20,348 New
20,348 $1 Million

Others Institutions Holding SLQD

# of Institutions
258
Shares Held
29.5M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES 0-5 YEAR INVESTMENT GR

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  • Ticker SLQD
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