Atria Wealth Solutions, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History

Atria Wealth Solutions, Inc.

$8.79 Billion
Q2 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 54,959 shares of USIG stock, worth $2.89 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares

54,959

Previous 61,319 10.37%

Holding current value

$2.89 Million

Previous $3.11 Million 11.37%

% of portfolio

0.03%

Previous 0.04%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	SELL	$49.21 - $50.7 $312,975 - $322,452	-6,360 Reduced 10.37%	54,959 $2.76 Million
Q1 2024 May 13, 2024	BUY	$50.05 - $51.32 $302,352 - $310,024	6,041 Added 10.93%	61,319 $3.11 Million
Q4 2023 Feb 02, 2024	SELL	$46.72 - $51.48 $125,583 - $138,378	-2,688 Reduced 4.64%	55,278 $2.83 Million
Q3 2023 Nov 08, 2023	BUY	$48.03 - $50.28 $114,887 - $120,269	2,392 Added 4.3%	57,966 $2.79 Million
Q2 2023 Aug 03, 2023	BUY	$49.44 - $51.04 $1.01 Million - $1.05 Million	20,498 Added 58.44%	55,574 $2.78 Million
Q1 2023 Aug 22, 2023	SELL	$49.01 - $51.53 $388,453 - $408,426	-7,926 Reduced 14.26%	47,648 $2.41 Million
Q1 2023 Jun 14, 2023	SELL	$49.01 - $51.53 $616,153 - $647,835	-12,572 Reduced 26.39%	35,076 $1.78 Million
Q1 2023 May 10, 2023	BUY	$49.01 - $51.53 $616,153 - $647,835	12,572 Added 35.84%	47,648 $2.41 Million
Q4 2022 Aug 30, 2023	SELL	$46.74 - $50.68 $958,076 - $1.04 Million	-20,498 Reduced 36.88%	35,076 $1.72 Million
Q4 2022 Feb 13, 2023	BUY	$46.74 - $50.68 $183,127 - $198,564	3,918 Added 12.57%	35,076 $1.72 Million
Q3 2022 Nov 14, 2022	SELL	$47.75 - $52.55 $354,305 - $389,921	-7,420 Reduced 19.23%	31,158 $1.5 Million
Q2 2022 Aug 15, 2022	BUY	$49.92 - $55.16 $96,645 - $106,789	1,936 Added 5.28%	38,578 $1.97 Million
Q1 2022 May 16, 2022	BUY	$54.36 - $59.32 $1.99 Million - $2.17 Million	36,642 New	36,642 $2.02 Million

Others Institutions Holding USIG

# of Institutions

414

Shares Held

158M

Call Options Held

26.7K

Put Options Held

7.8K

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About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Atria Wealth Solutions, Inc. Ishares Tr Broad Usd Inbd Etfv Transaction History