Atria Wealth Solutions, Inc. Ishares Tr Russell 2500 ETF Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Russell 2500 ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 7,531 shares of SMMD stock, worth $509,020. This represents 0.01% of its overall portfolio holdings.

Number of Shares

7,531

Previous 28,578 73.65%

Holding current value

$509,020

Previous $1.94 Million 73.54%

% of portfolio

0.01%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$66.67 - $74.08 $1.4 Million - $1.56 Million	-21,047 Reduced 73.65%	7,531 $512,000
Q3 2024 Nov 08, 2024	SELL	$61.71 - $68.15 $262,020 - $289,364	-4,246 Reduced 12.94%	28,578 $1.94 Million
Q2 2024 Jul 22, 2024	SELL	$60.34 - $65.19 $363,608 - $392,834	-6,026 Reduced 15.51%	32,824 $2.05 Million
Q1 2024 May 13, 2024	SELL	$58.78 - $65.61 $1.08 Million - $1.21 Million	-18,385 Reduced 32.12%	38,850 $2.55 Million
Q4 2023 Feb 02, 2024	BUY	$50.46 - $62.34 $118,883 - $146,873	2,356 Added 4.29%	57,235 $3.52 Million
Q3 2023 Nov 08, 2023	SELL	$53.72 - $60.35 $132,043 - $148,340	-2,458 Reduced 4.29%	54,879 $2.99 Million
Q2 2023 Aug 03, 2023	BUY	$52.41 - $57.47 $2.59 Million - $2.84 Million	49,417 Added 623.95%	57,337 $3.3 Million
Q1 2023 Aug 22, 2023	SELL	$52.14 - $60.44 $2.56 Million - $2.97 Million	-49,191 Reduced 85.79%	8,146 $446,000
Q1 2023 Jun 14, 2023	SELL	$52.14 - $60.44 $11,783 - $13,659	-226 Reduced 2.77%	7,920 $434,000
Q1 2023 May 10, 2023	BUY	$52.14 - $60.44 $11,783 - $13,659	226 Added 2.85%	8,146 $446,000
Q4 2022 Aug 30, 2023	SELL	$50.18 - $56.92 $2.48 Million - $2.81 Million	-49,417 Reduced 86.19%	7,920 $420,000
Q4 2022 Feb 13, 2023	BUY	$50.18 - $56.92 $117,521 - $133,306	2,342 Added 41.99%	7,920 $420,000
Q3 2022 Nov 14, 2022	BUY	$49.59 - $60.48 $2,181 - $2,661	44 Added 0.8%	5,578 $277,000
Q2 2022 Aug 15, 2022	BUY	$50.12 - $62.96 $76,783 - $96,454	1,532 Added 38.28%	5,534 $286,000
Q1 2022 May 16, 2022	BUY	$57.98 - $66.78 $232,035 - $267,253	4,002 New	4,002 $250,000

Others Institutions Holding SMMD

# of Institutions

217

Shares Held

16.7M

Call Options Held

Put Options Held

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About ISHARES TR RUSSELL 2500 ETF

Ticker SMMD
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Atria Wealth Solutions, Inc. Ishares Tr Russell 2500 ETF Transaction History