Atria Wealth Solutions, Inc. Ishares Core S&P Total U.S. St Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Core S&P Total U.S. St stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 49,638 shares of ITOT stock, worth $7.26 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

49,638

Previous 134,925 63.21%

Holding current value

$7.26 Million

Previous $16.5 Million 59.28%

% of portfolio

0.16%

Previous 0.21%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$108.12 - $135.04 $9.22 Million - $11.5 Million	-85,287 Reduced 63.21%	49,638 $6.7 Million
Q1 2025 May 09, 2025	SELL	$120.29 - $134.6 $4.13 Million - $4.62 Million	-34,301 Reduced 20.27%	134,925 $16.5 Million
Q4 2024 Jan 31, 2025	SELL	$124.26 - $134.12 $536,678 - $579,264	-4,319 Reduced 2.49%	169,226 $21.8 Million
Q3 2024 Nov 08, 2024	BUY	$113.41 - $125.62 $423,926 - $469,567	3,738 Added 2.2%	173,545 $21.8 Million
Q2 2024 Jul 22, 2024	SELL	$108.78 - $119.23 $1.28 Million - $1.4 Million	-11,768 Reduced 6.48%	169,807 $20.2 Million

Q1 2024 May 13, 2024	BUY	$103.16 - $115.3 $221,071 - $247,087	2,143 Added 1.19%	181,575 $20.9 Million
Q4 2023 Feb 02, 2024	BUY	$90.04 - $105.69 $2.33 Million - $2.73 Million	25,873 Added 16.85%	179,432 $18.9 Million
Q3 2023 Nov 08, 2023	SELL	$93.72 - $101.39 $729,797 - $789,523	-7,787 Reduced 4.83%	153,559 $14.5 Million
Q2 2023 Aug 03, 2023	BUY	$89.03 - $97.84 $1.25 Million - $1.37 Million	14,050 Added 9.54%	161,346 $15.8 Million
Q1 2023 Aug 22, 2023	SELL	$84.12 - $93.15 $965,108 - $1.07 Million	-11,473 Reduced 7.11%	149,873 $13.6 Million
Q1 2023 Jun 14, 2023	SELL	$84.12 - $93.15 $216,777 - $240,047	-2,577 Reduced 1.72%	147,296 $13.3 Million
Q1 2023 May 10, 2023	BUY	$84.12 - $93.15 $194,990 - $215,921	2,318 Added 1.57%	149,873 $13.6 Million
Q4 2022 Aug 30, 2023	SELL	$79.44 - $90.48 $1.12 Million - $1.27 Million	-14,050 Reduced 8.71%	147,296 $12.5 Million
Q4 2022 Feb 13, 2023	SELL	$79.44 - $90.48 $128,533 - $146,396	-1,618 Reduced 1.08%	147,555 $12.5 Million
Q3 2022 Feb 13, 2023	SELL	$79.54 - $95.9 $5.19 Million - $6.26 Million	-65,302 Reduced 30.45%	149,173 $12.2 Million
Q3 2022 Nov 14, 2022	SELL	$79.54 - $95.9 $2.61 Million - $3.14 Million	-32,763 Reduced 13.25%	214,475 $17.8 Million
Q2 2022 Aug 15, 2022	BUY	$80.96 - $102.19 $6.2 Million - $7.82 Million	76,523 Added 44.83%	247,238 $20.7 Million
Q1 2022 May 16, 2022	BUY	$93.09 - $107.63 $15.9 Million - $18.4 Million	170,715 New	170,715 $17.2 Million

Others Institutions Holding ITOT

# of Institutions

1,704

Shares Held

334M

Call Options Held

61.7K

Put Options Held

36K

View Full List

About ISHARES CORE S&P TOTAL U.S. ST

Ticker ITOT
Sector ETFs
Industry ETFs

More about ITOT

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 Core S&P Total U.S. St Transaction History