Atria Wealth Solutions, Inc. Ishares Russell Mid Cap ETF Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 77,927 shares of IWR stock, worth $6.97 Million. This represents 0.08% of its overall portfolio holdings.

Number of Shares

77,927

Previous 64,444 20.92%

Holding current value

$6.97 Million

Previous $5.68 Million 21.27%

% of portfolio

0.08%

Previous 0.06%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$87.25 - $95.52 $1.18 Million - $1.29 Million	13,483 Added 20.92%	77,927 $6.89 Million
Q3 2024 Nov 08, 2024	SELL	$79.92 - $88.19 $403,596 - $445,359	-5,050 Reduced 7.27%	64,444 $5.68 Million
Q2 2024 Jul 22, 2024	BUY	$78.66 - $83.59 $38,936 - $41,377	495 Added 0.72%	69,494 $5.63 Million
Q1 2024 May 13, 2024	SELL	$75.37 - $84.09 $242,239 - $270,265	-3,214 Reduced 4.45%	68,999 $5.8 Million
Q4 2023 Feb 02, 2024	SELL	$64.84 - $78.27 $189,073 - $228,235	-2,916 Reduced 3.88%	72,213 $5.61 Million
Q3 2023 Nov 08, 2023	BUY	$68.54 - $75.91 $1.78 Million - $1.97 Million	25,908 Added 52.64%	75,129 $5.2 Million
Q2 2023 Aug 03, 2023	BUY	$67.49 - $73.03 $993,047 - $1.07 Million	14,714 Added 42.64%	49,221 $3.59 Million
Q1 2023 Aug 22, 2023	SELL	$66.27 - $75.04 $1.05 Million - $1.19 Million	-15,821 Reduced 32.14%	33,400 $2.34 Million
Q1 2023 Jun 14, 2023	BUY	$66.27 - $75.04 $73,360 - $83,069	1,107 Added 3.31%	34,507 $2.41 Million
Q1 2023 May 10, 2023	SELL	$66.27 - $75.04 $186,086 - $210,712	-2,808 Reduced 7.76%	33,400 $2.34 Million
Q4 2022 Aug 30, 2023	SELL	$62.09 - $71.89 $913,592 - $1.06 Million	-14,714 Reduced 29.89%	34,507 $2.33 Million
Q4 2022 Feb 13, 2023	BUY	$62.09 - $71.89 $90,961 - $105,318	1,465 Added 4.22%	36,208 $2.44 Million
Q3 2022 Feb 13, 2023	BUY	$62.15 - $74.82 $35,984 - $43,320	579 Added 1.69%	34,743 $2.21 Million
Q3 2022 Nov 14, 2022	BUY	$62.15 - $74.82 $1.14 Million - $1.37 Million	18,284 Added 115.14%	34,164 $2.13 Million
Q2 2022 Aug 15, 2022	SELL	$62.75 - $78.76 $862,436 - $1.08 Million	-13,744 Reduced 46.39%	15,880 $1.03 Million
Q1 2022 May 16, 2022	BUY	$72.29 - $82.89 $2.14 Million - $2.46 Million	29,624 New	29,624 $2.31 Million

Others Institutions Holding IWR

# of Institutions

1,536

Shares Held

366M

Call Options Held

180K

Put Options Held

19.1K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

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Atria Wealth Solutions, Inc. Ishares Russell Mid Cap ETF Transaction History