Atria Wealth Solutions, Inc. Ishares Tr U S Utils ETF Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr U S Utils ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,430 shares of IDU stock, worth $1.16 Million. This represents 0.01% of its overall portfolio holdings.

Number of Shares

11,430

Previous 13,888 17.7%

Holding current value

$1.16 Million

Previous $1.42 Million 22.39%

% of portfolio

0.01%

Previous 0.02%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$94.65 - $105.73 $232,649 - $259,884	-2,458 Reduced 17.7%	11,430 $1.1 Million
Q3 2024 Nov 08, 2024	BUY	$87.2 - $102.21 $106,471 - $124,798	1,221 Added 9.64%	13,888 $1.42 Million
Q2 2024 Jul 22, 2024	SELL	$80.91 - $92.63 $432,221 - $494,829	-5,342 Reduced 29.66%	12,667 $1.11 Million
Q1 2024 May 13, 2024	SELL	$76.16 - $84.52 $98,170 - $108,946	-1,289 Reduced 6.68%	18,009 $1.52 Million
Q4 2023 Feb 02, 2024	SELL	$70.39 - $82.51 $104,951 - $123,022	-1,491 Reduced 7.17%	19,298 $1.54 Million
Q3 2023 Nov 08, 2023	SELL	$73.46 - $85.26 $114,156 - $132,494	-1,554 Reduced 6.96%	20,789 $1.53 Million
Q2 2023 Aug 03, 2023	BUY	$79.78 - $86.19 $125,254 - $135,318	1,570 Added 7.56%	22,343 $1.83 Million
Q1 2023 Aug 22, 2023	SELL	$78.76 - $88.37 $60,330 - $67,691	-766 Reduced 3.43%	21,577 $1.81 Million
Q1 2023 Jun 14, 2023	SELL	$78.76 - $88.37 $63,323 - $71,049	-804 Reduced 3.73%	20,773 $1.74 Million
Q1 2023 May 10, 2023	BUY	$78.76 - $88.37 $63,323 - $71,049	804 Added 3.87%	21,577 $1.81 Million
Q4 2022 Aug 30, 2023	SELL	$76.38 - $89.16 $119,916 - $139,981	-1,570 Reduced 7.03%	20,773 $1.8 Million
Q4 2022 Feb 13, 2023	BUY	$76.38 - $89.16 $102,731 - $119,920	1,345 Added 6.92%	20,773 $1.8 Million
Q3 2022 Nov 14, 2022	BUY	$81.13 - $95.89 $42,674 - $50,438	526 Added 2.78%	19,428 $1.58 Million
Q2 2022 Aug 15, 2022	BUY	$78.85 - $93.89 $501,407 - $597,046	6,359 Added 50.7%	18,902 $1.62 Million
Q1 2022 May 16, 2022	BUY	$79.56 - $91.11 $997,921 - $1.14 Million	12,543 New	12,543 $1.14 Million

Others Institutions Holding IDU

# of Institutions

298

Shares Held

6.79M

Call Options Held

Put Options Held

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About ISHARES TR U S UTILS ETF

Ticker IDU
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Ishares Tr U S Utils ETF Transaction History