Atria Wealth Solutions, Inc. Ishares Tr Esg Aware Usd Corpo Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Esg Aware Usd Corpo stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 208,233 shares of SUSC stock, worth $4.78 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

208,233

Previous 230,963 9.84%

Holding current value

$4.78 Million

Previous $5.49 Million 13.89%

% of portfolio

0.05%

Previous 0.06%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$22.65 - $23.8 $514,834 - $540,974	-22,730 Reduced 9.84%	208,233 $4.73 Million
Q3 2024 Nov 08, 2024	BUY	$22.51 - $23.92 $47,293 - $50,255	2,101 Added 0.92%	230,963 $5.49 Million
Q2 2024 Jul 22, 2024	SELL	$22.25 - $22.94 $71,066 - $73,270	-3,194 Reduced 1.38%	228,862 $5.2 Million
Q1 2024 May 13, 2024	BUY	$22.66 - $23.29 $525,530 - $540,141	23,192 Added 11.1%	232,056 $5.33 Million
Q4 2023 Feb 02, 2024	BUY	$21.11 - $23.38 $608,369 - $673,788	28,819 Added 16.01%	208,864 $4.86 Million
Q3 2023 Nov 08, 2023	SELL	$21.72 - $22.83 $312,724 - $328,706	-14,398 Reduced 7.4%	180,045 $3.92 Million
Q2 2023 Aug 03, 2023	BUY	$22.41 - $23.18 $1.72 Million - $1.78 Million	76,836 Added 65.33%	194,443 $4.42 Million
Q1 2023 Aug 22, 2023	SELL	$22.22 - $23.44 $49,906 - $52,646	-2,246 Reduced 1.16%	192,197 $4.42 Million
Q1 2023 Jun 14, 2023	SELL	$22.22 - $23.44 $1.66 Million - $1.75 Million	-74,590 Reduced 38.81%	117,607 $2.71 Million
Q1 2023 May 10, 2023	BUY	$22.22 - $23.44 $1.66 Million - $1.75 Million	74,590 Added 63.42%	192,197 $4.42 Million
Q4 2022 Aug 30, 2023	SELL	$21.15 - $23.06 $1.63 Million - $1.77 Million	-76,836 Reduced 39.52%	117,607 $2.62 Million
Q4 2022 Feb 13, 2023	BUY	$21.15 - $23.06 $42,173 - $45,981	1,994 Added 1.72%	117,607 $2.62 Million
Q3 2022 Nov 14, 2022	BUY	$21.64 - $23.92 $144,425 - $159,642	6,674 Added 6.13%	115,613 $2.52 Million
Q2 2022 Aug 15, 2022	BUY	$22.68 - $25.19 $399,780 - $444,024	17,627 Added 19.3%	108,939 $2.52 Million
Q1 2022 May 16, 2022	BUY	$24.73 - $27.06 $2.26 Million - $2.47 Million	91,312 New	91,312 $2.3 Million

Others Institutions Holding SUSC

# of Institutions

284

Shares Held

38.4M

Call Options Held

Put Options Held

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About ISHARES TR ESG AWARE USD CORPO

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Atria Wealth Solutions, Inc. Ishares Tr Esg Aware Usd Corpo Transaction History