Atria Wealth Solutions, Inc. Ishares Msci Usa Min Vol Facto Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Msci Usa Min Vol Facto stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 327,508 shares of USMV stock, worth $27.5 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares

327,508

Previous 363,077 9.8%

Holding current value

$27.5 Million

Previous $28.3 Million 3.38%

% of portfolio

0.32%

Previous 0.36%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 13, 2024	SELL	$77.86 - $83.58 $2.77 Million - $2.97 Million	-35,569 Reduced 9.8%	327,508 $27.4 Million
Q4 2023 Feb 02, 2024	SELL	$70.56 - $78.63 $7.56 Million - $8.42 Million	-107,128 Reduced 22.78%	363,077 $28.3 Million
Q3 2023 Nov 08, 2023	BUY	$72.38 - $76.06 $1.29 Million - $1.36 Million	17,879 Added 3.95%	470,205 $34 Million
Q2 2023 Aug 03, 2023	BUY	$71.44 - $74.33 $2.14 Million - $2.23 Million	30,001 Added 7.1%	452,326 $33.6 Million
Q1 2023 Aug 22, 2023	SELL	$69.12 - $73.78 $416,862 - $444,967	-6,031 Reduced 1.33%	446,295 $32.5 Million

Q1 2023 Jun 14, 2023	SELL	$69.12 - $73.78 $1.66 Million - $1.77 Million	-23,970 Reduced 5.37%	422,325 $30.7 Million
Q1 2023 May 10, 2023	BUY	$69.12 - $73.78 $1.65 Million - $1.76 Million	23,823 Added 5.64%	446,295 $32.5 Million
Q4 2022 Aug 30, 2023	SELL	$69.45 - $75.5 $2.08 Million - $2.27 Million	-30,001 Reduced 6.63%	422,325 $30.4 Million
Q4 2022 Feb 13, 2023	SELL	$69.45 - $75.5 $1.92 Million - $2.09 Million	-27,659 Reduced 6.14%	422,472 $30.5 Million
Q3 2022 Feb 13, 2023	SELL	$68.26 - $76.63 $2.92 Million - $3.27 Million	-42,718 Reduced 8.67%	450,131 $30.7 Million
Q3 2022 Nov 14, 2022	BUY	$68.26 - $76.63 $8.01 Million - $8.99 Million	117,289 Added 31.23%	492,849 $33.2 Million
Q2 2022 Aug 15, 2022	BUY	$66.73 - $79.1 $1.72 Million - $2.04 Million	25,832 Added 7.39%	375,560 $26.4 Million
Q1 2022 May 16, 2022	BUY	$71.88 - $80.4 $25.1 Million - $28.1 Million	349,728 New	349,728 $27.1 Million

Others Institutions Holding USMV

# of Institutions

1,244

Shares Held

216M

Call Options Held

23.9K

Put Options Held

478K

View Full List

About ISHARES MSCI USA MIN VOL FACTO

Ticker USMV
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Atria Wealth Solutions, Inc. Ishares Msci Usa Min Vol Facto Transaction History