Atria Wealth Solutions, Inc. Ishares Tr Us Broker Dealers & Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Us Broker Dealers & stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 39,556 shares of IAI stock, worth $5.83 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

39,556

Previous 14,792 167.41%

Holding current value

$5.83 Million

Previous $1.9 Million 199.84%

% of portfolio

0.07%

Previous 0.02%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$127.59 - $153.41 $3.16 Million - $3.8 Million	24,764 Added 167.41%	39,556 $5.7 Million
Q3 2024 Nov 08, 2024	BUY	$115.73 - $128.74 $41,547 - $46,217	359 Added 2.49%	14,792 $1.9 Million
Q2 2024 Jul 22, 2024	BUY	$109.7 - $120.13 $964,153 - $1.06 Million	8,789 Added 155.72%	14,433 $1.69 Million
Q1 2024 May 13, 2024	BUY	$103.68 - $116.01 $585,169 - $654,760	5,644 New	5,644 $654,000
Q1 2023 Jun 14, 2023	BUY	$87.46 - $104.89 $422,081 - $506,199	4,826 New	4,826 $442,000
Q4 2022 Aug 30, 2023	BUY	$85.82 - $103.08 $414,167 - $497,464	4,826 New	4,826 $463,000
Q4 2022 Feb 13, 2023	BUY	$85.82 - $103.08 $325,429 - $390,879	3,792 Added 83.38%	8,340 $801,000
Q3 2022 Nov 14, 2022	BUY	$81.8 - $99.58 $25,603 - $31,168	313 Added 7.39%	4,548 $388,000
Q2 2022 Aug 15, 2022	BUY	$81.32 - $99.97 $16,589 - $20,393	204 Added 5.06%	4,235 $356,000
Q1 2022 May 16, 2022	BUY	$94.42 - $114.54 $380,607 - $461,710	4,031 New	4,031 $403,000

Others Institutions Holding IAI

# of Institutions

195

Shares Held

10.5M

Call Options Held

26.7K

Put Options Held

7.1K

View Full List

About ISHARES TR US BROKER-DEALERS &

Ticker IAI
Sector ETFs
Industry ETFs

More about IAI

Track This Portfolio

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.

Account

Atria Wealth Solutions, Inc. Ishares Tr Us Broker Dealers & Transaction History