Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 2,683 shares of IYG stock, worth $235,513. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,683
Previous 3,184 15.73%
Holding current value
$235,513
Previous $250,000 8.4%
% of portfolio
0.01%
Previous 0.0%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 25, 2025
SELL
$68.9 - $85.6 $34,518 - $42,885
-501 Reduced 15.73%
2,683 $229,000
Q1 2025

May 09, 2025
BUY
$74.6 - $84.81 $74 - $84
1 Added 0.03%
3,184 $250,000
Q4 2024

Jan 31, 2025
BUY
$70.24 - $82.34 $24,022 - $28,160
342 Added 12.04%
3,183 $247,000
Q3 2024

Nov 08, 2024
BUY
$64.2 - $71.76 $182,392 - $203,870
2,841 New
2,841 $201,000
Q1 2024

May 13, 2024
BUY
$63.91 - $191.92 $196,267 - $589,386
3,071 Added 185.22%
4,729 $313,000
Q4 2023

Feb 02, 2024
SELL
$145.02 - $179.81 $86,431 - $107,166
-596 Reduced 26.44%
1,658 $297,000
Q3 2023

Nov 08, 2023
SELL
$154.42 - $169.5 $25,942 - $28,476
-168 Reduced 6.94%
2,254 $348,000
Q2 2023

Aug 03, 2023
SELL
$144.44 - $157.99 $391,143 - $427,836
-2,708 Reduced 52.79%
2,422 $382,000
Q1 2023

Aug 22, 2023
BUY
$145.23 - $176.24 $321,103 - $389,666
2,211 Added 91.29%
4,633 $699,000
Q1 2023

Jun 14, 2023
BUY
$145.23 - $176.24 $72,179 - $87,591
497 Added 10.73%
5,130 $774,000
Q1 2023

May 10, 2023
SELL
$145.23 - $176.24 $72,179 - $87,591
-497 Reduced 9.69%
4,633 $699,000
Q4 2022

Aug 30, 2023
BUY
$46.92 - $169.19 $127,059 - $458,166
2,708 Added 111.81%
5,130 $808,000
Q4 2022

Feb 13, 2023
BUY
$46.92 - $169.19 $3,472 - $12,520
74 Added 1.46%
5,130 $808,000
Q3 2022

Nov 14, 2022
SELL
$47.08 - $57.16 $100,751 - $122,322
-2,140 Reduced 29.74%
5,056 $714,000
Q2 2022

Aug 15, 2022
SELL
$48.28 - $60.23 $33,989 - $42,401
-704 Reduced 8.91%
7,196 $1.07 Million
Q1 2022

May 16, 2022
BUY
$55.98 - $67.65 $442,242 - $534,435
7,900 New
7,900 $1.43 Million

Others Institutions Holding IYG

# of Institutions
294
Shares Held
14.3M
Call Options Held
4.9K
Put Options Held
10.2K
View Full List

About ISHARES TR

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