Atria Wealth Solutions, Inc. Ishares Core High Dividend ETF Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Core High Dividend ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 78,538 shares of HDV stock, worth $9.42 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
78,538
Previous 264,642 70.32%
Holding current value
$9.42 Million
Previous $31.1 Million 71.68%
% of portfolio
0.1%
Previous 0.35%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$110.82 - $121.28 $20.6 Million - $22.6 Million
-186,104 Reduced 70.32%
78,538 $8.82 Million
Q3 2024

Nov 08, 2024
BUY
$107.62 - $118.76 $4.25 Million - $4.69 Million
39,464 Added 17.53%
264,642 $31.1 Million
Q2 2024

Jul 22, 2024
BUY
$105.85 - $111.68 $377,461 - $398,250
3,566 Added 1.61%
225,178 $24.5 Million
Q1 2024

May 13, 2024
SELL
$101.8 - $110.21 $399,463 - $432,464
-3,924 Reduced 1.74%
221,612 $24.4 Million
Q4 2023

Feb 02, 2024
BUY
$93.77 - $103.26 $889,971 - $980,040
9,491 Added 4.39%
225,536 $23 Million
Q3 2023

Nov 08, 2023
SELL
$98.89 - $104.38 $1.96 Million - $2.06 Million
-19,770 Reduced 8.38%
216,045 $21.4 Million
Q2 2023

Aug 03, 2023
SELL
$97.54 - $104.3 $2.6 Million - $2.78 Million
-26,632 Reduced 10.15%
235,815 $23.8 Million
Q1 2023

Aug 22, 2023
BUY
$97.23 - $106.66 $930,782 - $1.02 Million
9,573 Added 4.06%
245,388 $24.9 Million
Q1 2023

Jun 14, 2023
BUY
$97.23 - $106.66 $1.66 Million - $1.82 Million
17,059 Added 6.95%
262,447 $26.7 Million
Q1 2023

May 10, 2023
SELL
$97.23 - $106.66 $1.66 Million - $1.82 Million
-17,059 Reduced 6.5%
245,388 $24.9 Million
Q4 2022

Aug 30, 2023
BUY
$93.56 - $108.19 $2.49 Million - $2.88 Million
26,632 Added 11.29%
262,447 $27.4 Million
Q4 2022

Feb 13, 2023
SELL
$93.56 - $108.19 $1.03 Million - $1.2 Million
-11,056 Reduced 4.04%
262,447 $27.4 Million
Q3 2022

Feb 13, 2023
SELL
$91.29 - $105.95 $14,697 - $17,057
-161 Reduced 0.06%
273,503 $26 Million
Q3 2022

Nov 14, 2022
SELL
$91.29 - $105.95 $3.01 Million - $3.5 Million
-33,014 Reduced 10.77%
273,664 $26.3 Million
Q2 2022

Aug 15, 2022
BUY
$97.13 - $109.92 $11.3 Million - $12.7 Million
115,948 Added 60.79%
306,678 $30.8 Million
Q1 2022

May 16, 2022
BUY
$100.32 - $107.96 $19.1 Million - $20.6 Million
190,730 New
190,730 $20.4 Million

Others Institutions Holding HDV

# of Institutions
851
Shares Held
46.3M
Call Options Held
92K
Put Options Held
12.3K
View Full List

About ISHARES CORE HIGH DIVIDEND ETF

HDV Quotes by TradingView
  • Ticker HDV
  • Sector ETFs
  • Industry ETFs
More about HDV
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Atria Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email