Atria Wealth Solutions, Inc. Ishares U.S. Consumer Staples Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares U.S. Consumer Staples stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,482 shares of IYK stock, worth $363,785. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,482
Previous 5,634 2.7%
Holding current value
$363,785
Previous $397,000 9.57%
% of portfolio
0.0%
Previous 0.0%

Shares

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

Jan 31, 2025
SELL
$65.32 - $70.92 $9,928 - $10,779
-152 Reduced 2.7%
5,482 $359,000
Q3 2024

Nov 08, 2024
BUY
$65.27 - $72.12 $130 - $144
2 Added 0.04%
5,634 $397,000
Q2 2024

Jul 22, 2024
BUY
$64.04 - $68.25 $4,867 - $5,187
76 Added 1.37%
5,632 $370,000
Q1 2024

May 13, 2024
BUY
$65.5 - $197.39 $134,340 - $404,846
2,051 Added 58.52%
5,556 $375,000
Q4 2023

Feb 02, 2024
BUY
$178.71 - $194.11 $51,825 - $56,291
290 Added 9.02%
3,505 $671,000
Q3 2023

Nov 08, 2023
SELL
$186.51 - $205.29 $418,341 - $460,465
-2,243 Reduced 41.1%
3,215 $599,000
Q2 2023

Aug 03, 2023
BUY
$194.31 - $207.61 $514,338 - $549,543
2,647 Added 94.17%
5,458 $1.09 Million
Q1 2023

Aug 22, 2023
SELL
$190.43 - $204.74 $251,177 - $270,052
-1,319 Reduced 24.17%
4,139 $824,000
Q1 2023

Jun 14, 2023
SELL
$190.43 - $204.74 $252,891 - $271,894
-1,328 Reduced 32.09%
2,811 $560,000
Q1 2023

May 10, 2023
BUY
$190.43 - $204.74 $148,535 - $159,697
780 Added 23.22%
4,139 $824,000
Q4 2022

Aug 30, 2023
SELL
$59.77 - $210.04 $158,211 - $555,975
-2,647 Reduced 48.5%
2,811 $570,000
Q4 2022

Feb 13, 2023
BUY
$59.77 - $210.04 $37,834 - $132,955
633 Added 23.22%
3,359 $681,000
Q3 2022

Nov 14, 2022
BUY
$59.94 - $207.27 $163,396 - $565,018
2,726 New
2,726 $490,000
Q2 2022

Aug 15, 2022
SELL
$185.26 - $213.41 $381,450 - $439,411
-2,059 Closed
0 $0
Q1 2022

May 16, 2022
BUY
$189.45 - $204.68 $390,077 - $421,436
2,059 New
2,059 $413,000

Others Institutions Holding IYK

# of Institutions
244
Shares Held
9.65M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES U.S. CONSUMER STAPLES

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