Atria Wealth Solutions, Inc. Ishares Tr Msci Usa Esg Select Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Msci Usa Esg Select stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 3,090 shares of SUSA stock, worth $376,856. This represents 0.0% of its overall portfolio holdings.

Number of Shares

3,090

Previous 3,144 1.72%

Holding current value

$376,856

Previous $353,000 5.1%

% of portfolio

0.0%

Previous 0.0%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$108.44 - $120.37 $5,855 - $6,499	-54 Reduced 1.72%	3,090 $371,000
Q2 2024 Jul 22, 2024	BUY	$102.41 - $112.98 $11,981 - $13,218	117 Added 3.87%	3,144 $353,000
Q1 2024 May 13, 2024	BUY	$98.48 - $109.17 $6,401 - $7,096	65 Added 2.19%	3,027 $330,000
Q4 2023 Feb 02, 2024	BUY	$85.36 - $100.86 $50,874 - $60,112	596 Added 25.19%	2,962 $297,000
Q3 2023 Nov 08, 2023	SELL	$89.49 - $97.11 $736,681 - $799,409	-8,232 Reduced 77.68%	2,366 $212,000
Q2 2023 Aug 03, 2023	BUY	$85.65 - $93.64 $657,106 - $718,406	7,672 Added 262.2%	10,598 $992,000
Q1 2023 Aug 22, 2023	SELL	$81.64 - $90.01 $653,364 - $720,350	-8,003 Reduced 75.51%	2,595 $227,000
Q1 2023 Jun 14, 2023	BUY	$81.64 - $90.01 $27,022 - $29,793	331 Added 12.76%	2,926 $256,000
Q1 2023 May 10, 2023	SELL	$81.64 - $90.01 $27,022 - $29,793	-331 Reduced 11.31%	2,595 $227,000
Q4 2022 Aug 30, 2023	SELL	$75.77 - $88.09 $581,307 - $675,826	-7,672 Reduced 72.39%	2,926 $240,000
Q4 2022 Feb 13, 2023	SELL	$75.77 - $88.09 $292,396 - $339,939	-3,859 Reduced 56.88%	2,926 $240,000
Q3 2022 Nov 14, 2022	SELL	$75.91 - $92.66 $277,071 - $338,209	-3,650 Reduced 34.98%	6,785 $515,000
Q2 2022 Aug 15, 2022	SELL	$78.1 - $97.98 $1.01 Million - $1.26 Million	-12,910 Reduced 55.3%	10,435 $842,000
Q1 2022 May 16, 2022	BUY	$89.45 - $106.35 $2.09 Million - $2.48 Million	23,345 New	23,345 $2.26 Million

Others Institutions Holding SUSA

# of Institutions

501

Shares Held

18.8M

Call Options Held

100

Put Options Held

100

View Full List

About ISHARES TR MSCI USA ESG SELECT

Ticker SUSA
Sector ETFs
Industry ETFs

More about SUSA

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 Msci Usa Esg Select Transaction History