Atria Wealth Solutions, Inc. Ishares Tr Russell 1000 ETF Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 11,609 shares of IWB stock, worth $4.27 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares

11,609

Previous 37,370 68.93%

Holding current value

$4.27 Million

Previous $11.5 Million 65.61%

% of portfolio

0.1%

Previous 0.15%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$272.36 - $339.57 $7.02 Million - $8.75 Million	-25,761 Reduced 68.93%	11,609 $3.94 Million
Q1 2025 May 09, 2025	BUY	$302.31 - $337.54 $566,226 - $632,212	1,873 Added 5.28%	37,370 $11.5 Million
Q4 2024 Jan 31, 2025	BUY	$311.11 - $335.64 $139,377 - $150,366	448 Added 1.28%	35,497 $11.4 Million
Q3 2024 Nov 08, 2024	SELL	$283.28 - $314.39 $69,120 - $76,711	-244 Reduced 0.69%	35,049 $11 Million
Q2 2024 Jul 22, 2024	SELL	$272.21 - $298.72 $99,084 - $108,734	-364 Reduced 1.02%	35,293 $10.5 Million

Q1 2024 May 13, 2024	BUY	$257.46 - $288.1 $1.2 Million - $1.35 Million	4,678 Added 15.1%	35,657 $10.3 Million
Q4 2023 Feb 02, 2024	BUY	$225.16 - $263.17 $710,604 - $830,564	3,156 Added 11.34%	30,979 $8.12 Million
Q3 2023 Nov 08, 2023	BUY	$234.05 - $252.17 $645,275 - $695,232	2,757 Added 11.0%	27,823 $6.54 Million
Q2 2023 Aug 03, 2023	SELL	$221.85 - $243.74 $1.38 Million - $1.51 Million	-6,210 Reduced 19.86%	25,066 $6.11 Million
Q1 2023 Aug 22, 2023	BUY	$208.78 - $230.55 $136,750 - $151,010	655 Added 2.61%	25,721 $5.79 Million
Q1 2023 Jun 14, 2023	BUY	$208.78 - $230.55 $1.16 Million - $1.28 Million	5,555 Added 21.6%	31,276 $7.04 Million
Q1 2023 May 10, 2023	SELL	$208.78 - $230.55 $1.16 Million - $1.28 Million	-5,555 Reduced 17.76%	25,721 $5.79 Million
Q4 2022 Aug 30, 2023	BUY	$196.94 - $224.49 $1.22 Million - $1.39 Million	6,210 Added 24.77%	31,276 $6.58 Million
Q4 2022 Feb 13, 2023	BUY	$196.94 - $224.49 $809,423 - $922,653	4,110 Added 15.13%	31,276 $6.58 Million
Q3 2022 Feb 13, 2023	BUY	$197.33 - $237.63 $4,735 - $5,703	24 Added 0.09%	27,166 $0
Q3 2022 Nov 14, 2022	BUY	$197.33 - $237.63 $477,341 - $574,826	2,419 Added 9.78%	27,142 $5.37 Million
Q2 2022 Aug 15, 2022	BUY	$201.03 - $253.2 $1.07 Million - $1.35 Million	5,340 Added 27.55%	24,723 $5.14 Million
Q1 2022 May 16, 2022	BUY	$230.48 - $266.11 $4.47 Million - $5.16 Million	19,383 New	19,383 $4.85 Million

Others Institutions Holding IWB

# of Institutions

1,626

Shares Held

98.5M

Call Options Held

65.9K

Put Options Held

60.7K

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About ISHARES TR RUSSELL 1000 ETF

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Atria Wealth Solutions, Inc. Ishares Tr Russell 1000 ETF Transaction History