Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 39,805 shares of ITA stock, worth $6.11 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
39,805
Previous 41,952 5.12%
Holding current value
$6.11 Million
Previous $6.28 Million 7.84%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Jan 31, 2025
SELL
$144.31 - $157.31 $309,833 - $337,744
-2,147 Reduced 5.12%
39,805 $5.79 Million
Q3 2024

Nov 08, 2024
SELL
$131.58 - $149.64 $326,713 - $371,556
-2,483 Reduced 5.59%
41,952 $6.28 Million
Q2 2024

Jul 22, 2024
SELL
$127.05 - $137.39 $587,479 - $635,291
-4,624 Reduced 9.43%
44,435 $5.87 Million
Q1 2024

May 13, 2024
BUY
$119.3 - $131.93 $215,336 - $238,133
1,805 Added 3.82%
49,059 $6.47 Million
Q4 2023

Feb 02, 2024
BUY
$103.16 - $126.68 $612,564 - $752,225
5,938 Added 14.37%
47,254 $5.98 Million
Q3 2023

Nov 08, 2023
SELL
$105.4 - $118.17 $954,291 - $1.07 Million
-9,054 Reduced 17.97%
41,316 $4.38 Million
Q2 2023

Aug 03, 2023
BUY
$108.66 - $117.41 $1.87 Million - $2.02 Million
17,176 Added 51.74%
50,370 $5.88 Million
Q1 2023

Aug 22, 2023
SELL
$108.43 - $117.74 $604,388 - $656,282
-5,574 Reduced 11.07%
44,796 $5.16 Million
Q1 2023

Jun 14, 2023
SELL
$108.43 - $117.74 $1.26 Million - $1.37 Million
-11,602 Reduced 25.9%
33,194 $3.82 Million
Q1 2023

May 10, 2023
BUY
$108.43 - $117.74 $1.26 Million - $1.37 Million
11,602 Added 34.95%
44,796 $5.16 Million
Q4 2022

Aug 30, 2023
SELL
$93.07 - $114.11 $1.6 Million - $1.96 Million
-17,176 Reduced 34.1%
33,194 $3.71 Million
Q4 2022

Feb 13, 2023
BUY
$93.07 - $114.11 $304,990 - $373,938
3,277 Added 10.95%
33,194 $3.71 Million
Q3 2022

Feb 13, 2023
SELL
$91.19 - $108.67 $294,452 - $350,895
-3,229 Reduced 9.74%
29,917 $2.83 Million
Q3 2022

Nov 14, 2022
BUY
$91.19 - $108.67 $2.76 Million - $3.29 Million
30,305 Added 1066.7%
33,146 $3.06 Million
Q2 2022

Aug 15, 2022
SELL
$93.66 - $112.65 $867,104 - $1.04 Million
-9,258 Reduced 76.52%
2,841 $282,000
Q1 2022

May 16, 2022
BUY
$98.82 - $112.95 $1.2 Million - $1.37 Million
12,099 New
12,099 $1.34 Million

Others Institutions Holding ITA

# of Institutions
749
Shares Held
21.1M
Call Options Held
704K
Put Options Held
446K
View Full List

About ISHARES TR

ITA Quotes by TradingView
  • Ticker ITA
  • Sector ETFs
  • Industry ETFs
More about ITA
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