Atria Wealth Solutions, Inc. Ishares Morningstar Mid Cap Et Transaction History

Atria Wealth Solutions, Inc.

$8.89 Billion
Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Morningstar Mid Cap Et stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 55,958 shares of IMCB stock, worth $4.34 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares

55,958

Previous 56,528 1.01%

Holding current value

$4.34 Million

Previous $3.96 Million 7.34%

% of portfolio

0.05%

Previous 0.05%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	SELL	$68.79 - $76.02 $39,210 - $43,331	-570 Reduced 1.01%	55,958 $4.25 Million
Q2 2024 Jul 22, 2024	BUY	$68.23 - $72.35 $5,663 - $6,005	83 Added 0.15%	56,528 $3.96 Million
Q1 2024 May 13, 2024	BUY	$65.15 - $72.83 $8,404 - $9,395	129 Added 0.23%	56,445 $4.11 Million
Q4 2023 Feb 02, 2024	SELL	$56.23 - $67.47 $60,503 - $72,597	-1,076 Reduced 1.87%	56,316 $3.78 Million
Q3 2023 Nov 08, 2023	BUY	$59.24 - $65.55 $58,055 - $64,239	980 Added 1.74%	57,392 $3.43 Million
Q2 2023 Aug 03, 2023	BUY	$58.45 - $63.29 $158,224 - $171,326	2,707 Added 5.04%	56,412 $3.57 Million
Q1 2023 Aug 22, 2023	SELL	$57.52 - $65.42 $67,758 - $77,064	-1,178 Reduced 2.09%	55,234 $3.35 Million
Q1 2023 Jun 14, 2023	SELL	$57.52 - $65.42 $87,948 - $100,027	-1,529 Reduced 2.77%	53,705 $3.26 Million
Q1 2023 May 10, 2023	BUY	$57.52 - $65.42 $87,948 - $100,027	1,529 Added 2.85%	55,234 $3.35 Million
Q4 2022 Aug 30, 2023	SELL	$53.66 - $62.35 $145,257 - $168,781	-2,707 Reduced 4.8%	53,705 $3.15 Million
Q4 2022 Feb 13, 2023	BUY	$53.66 - $62.35 $12,556 - $14,589	234 Added 0.44%	53,705 $3.15 Million
Q3 2022 Nov 14, 2022	BUY	$53.88 - $64.86 $187,179 - $225,323	3,474 Added 6.95%	53,471 $2.88 Million
Q2 2022 Aug 15, 2022	BUY	$54.49 - $67.75 $2.11 Million - $2.63 Million	38,793 Added 346.24%	49,997 $2.82 Million
Q1 2022 May 16, 2022	BUY	$62.82 - $71.22 $703,835 - $797,948	11,204 New	11,204 $754,000

Others Institutions Holding IMCB

# of Institutions

195

Shares Held

7.2M

Call Options Held

Put Options Held

View Full List

About ISHARES MORNINGSTAR MID CAP ET

Ticker IMCB
Sector ETFs
Industry ETFs

More about IMCB

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 Morningstar Mid Cap Et Transaction History