Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 May 09, 2025	SELL	$58.32 - $62.76 $84,855 - $91,315	-1,455 Reduced 30.61%	3,298 $200,000
Q4 2024 Jan 31, 2025	SELL	$57.53 - $65.24 $1.46 Million - $1.65 Million	-25,344 Reduced 84.21%	4,753 $276,000
Q3 2024 Nov 08, 2024	SELL	$60.29 - $66.38 $94,896 - $104,482	-1,574 Reduced 4.97%	30,097 $1.96 Million
Q2 2024 Jul 22, 2024	SELL	$58.05 - $61.75 $479,783 - $510,363	-8,265 Reduced 20.7%	31,671 $1.94 Million
Q1 2024 May 13, 2024	BUY	$60.83 - $309.78 $1.98 Million - $10.1 Million	32,531 Added 439.31%	39,936 $2.47 Million
Q4 2023 Feb 02, 2024	SELL	$257.23 - $286.28 $513,431 - $571,414	-1,996 Reduced 21.23%	7,405 $2.12 Million
Q3 2023 Nov 08, 2023	SELL	$270.07 - $286.44 $28,087 - $29,789	-104 Reduced 1.09%	9,401 $2.54 Million
Q2 2023 Aug 03, 2023	SELL	$267.13 - $285.74 $215,306 - $230,306	-806 Reduced 7.82%	9,505 $2.66 Million
Q1 2023 Aug 22, 2023	BUY	$260.66 - $283.72 $129,026 - $140,441	495 Added 5.21%	10,000 $2.73 Million
Q1 2023 Jun 14, 2023	BUY	$260.66 - $283.72 $81,065 - $88,236	311 Added 3.11%	10,311 $2.82 Million
Q1 2023 May 10, 2023	SELL	$260.66 - $283.72 $81,065 - $88,236	-311 Reduced 3.02%	10,000 $2.73 Million
Q4 2022 Aug 30, 2023	BUY	$50.9 - $291.18 $41,025 - $234,691	806 Added 8.48%	10,311 $2.93 Million
Q4 2022 Feb 13, 2023	BUY	$50.9 - $291.18 $28,554 - $163,351	561 Added 5.75%	10,311 $2.93 Million
Q3 2022 Feb 13, 2023	SELL	$50.54 - $281.89 $41,038 - $228,894	-812 Reduced 7.69%	9,750 $2.5 Million
Q3 2022 Nov 14, 2022	BUY	$50.54 - $281.89 $123,317 - $687,811	2,440 Added 30.04%	10,562 $2.76 Million
Q2 2022 Aug 15, 2022	BUY	$249.77 - $300.0 $121,887 - $146,400	488 Added 6.39%	8,122 $2.19 Million
Q1 2022 May 16, 2022	BUY	$266.13 - $297.6 $2.03 Million - $2.27 Million	7,634 New	7,634 $2.21 Million

Others Institutions Holding IYH

# of Institutions

542

Shares Held

24.6M

Call Options Held

4.9K

Put Options Held

200

Morgan Stanley New York, NY

2.11M
Shares

$116 Million
0.01% of portfolio
Laurel Wealth Advisors LLC Charlotte, NC

1.95M
Shares

$107 Million
0.49% of portfolio
Bank Of America Corp Charlotte, NC

1.68M
Shares

$91.9 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.67M
Shares

$91.7 Million
0.03% of portfolio
Northwestern Mutual Wealth Management CO

1.13M
Shares

$61.9 Million
0.05% of portfolio

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