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

Atria Wealth Solutions, Inc.

  • $4.15 Billion
  • Q2 2025

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 4,969 shares of IYK stock, worth $337,643. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,969
Previous 5,483 9.37%
Holding current value
$337,643
Previous $392,000 10.71%
% of portfolio
0.01%
Previous 0.0%

Shares

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

Jul 25, 2025
SELL
$67.29 - $72.42 $34,587 - $37,223
-514 Reduced 9.37%
4,969 $350,000
Q1 2025

May 09, 2025
BUY
$63.29 - $71.8 $63 - $71
1 Added 0.02%
5,483 $392,000
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
279
Shares Held
10.5M
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
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