Atria Wealth Solutions, Inc. Ishares Tr Core Aggressive All Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Core Aggressive All stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 4,794 shares of AOA stock, worth $376,856. This represents 0.0% of its overall portfolio holdings.

Number of Shares

4,794

Previous 13,049 63.26%

Holding current value

$376,856

Previous $1.03 Million 64.33%

% of portfolio

0.0%

Previous 0.01%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$76.61 - $79.88 $632,415 - $659,409	-8,255 Reduced 63.26%	4,794 $367,000
Q3 2024 Nov 08, 2024	SELL	$72.11 - $79.05 $123,163 - $135,017	-1,708 Reduced 11.57%	13,049 $1.03 Million
Q2 2024 Jul 22, 2024	BUY	$70.02 - $75.08 $13,933 - $14,940	199 Added 1.37%	14,757 $1.1 Million
Q1 2024 May 13, 2024	BUY	$67.75 - $73.5 $59,755 - $64,827	882 Added 6.45%	14,558 $1.07 Million
Q4 2023 Feb 02, 2024	BUY	$60.96 - $69.28 $252,069 - $286,472	4,135 Added 43.34%	13,676 $944,000
Q3 2023 Nov 08, 2023	SELL	$63.24 - $67.72 $10,877 - $11,647	-172 Reduced 1.77%	9,541 $605,000
Q2 2023 Aug 03, 2023	BUY	$63.04 - $66.51 $5,862 - $6,185	93 Added 0.97%	9,713 $644,000
Q1 2023 Aug 22, 2023	SELL	$59.87 - $64.81 $27,659 - $29,942	-462 Reduced 4.76%	9,251 $588,000
Q1 2023 Jun 14, 2023	BUY	$59.87 - $64.81 $22,092 - $23,914	369 Added 3.99%	9,620 $611,000
Q1 2023 May 10, 2023	SELL	$59.87 - $64.81 $22,092 - $23,914	-369 Reduced 3.84%	9,251 $588,000
Q4 2022 Aug 30, 2023	SELL	$55.07 - $62.69 $5,121 - $5,830	-93 Reduced 0.96%	9,620 $574,000
Q4 2022 Feb 13, 2023	BUY	$55.07 - $62.69 $15,639 - $17,803	284 Added 3.04%	9,620 $574,000
Q3 2022 Feb 13, 2023	SELL	$55.45 - $64.54 $35,155 - $40,918	-634 Reduced 6.36%	9,336 $528,000
Q3 2022 Nov 14, 2022	BUY	$55.45 - $64.54 $55,339 - $64,410	998 Added 11.12%	9,970 $601,000
Q2 2022 Aug 15, 2022	BUY	$58.69 - $69.52 $16,491 - $19,535	281 Added 3.23%	8,972 $537,000
Q1 2022 May 16, 2022	BUY	$65.0 - $73.15 $564,915 - $635,746	8,691 New	8,691 $599,000

Others Institutions Holding AOA

# of Institutions

353

Shares Held

8.97M

Call Options Held

Put Options Held

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About ISHARES TR CORE AGGRESSIVE ALL

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Atria Wealth Solutions, Inc. Ishares Tr Core Aggressive All Transaction History