Atria Wealth Solutions, Inc. Ishares Trust Ishares Pfd And Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Trust Ishares Pfd And stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 116,028 shares of PFF stock, worth $3.58 Million. This represents 0.09% of its overall portfolio holdings.

Number of Shares

116,028

Previous 339,756 65.85%

Holding current value

$3.58 Million

Previous $10.4 Million 65.91%

% of portfolio

0.09%

Previous 0.13%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$29.0 - $30.68 $6.49 Million - $6.86 Million	-223,728 Reduced 65.85%	116,028 $3.56 Million
Q1 2025 May 09, 2025	SELL	$30.73 - $32.26 $683,865 - $717,914	-22,254 Reduced 6.15%	339,756 $10.4 Million
Q4 2024 Jan 31, 2025	BUY	$31.23 - $33.51 $1.41 Million - $1.51 Million	45,047 Added 14.21%	362,010 $11.4 Million
Q3 2024 Nov 08, 2024	SELL	$31.18 - $33.5 $44,680 - $48,005	-1,433 Reduced 0.45%	316,963 $10.5 Million
Q2 2024 Jul 22, 2024	SELL	$30.65 - $32.13 $500,943 - $525,132	-16,344 Reduced 4.88%	318,396 $10 Million

Q1 2024 May 13, 2024	BUY	$31.12 - $32.54 $647,887 - $677,450	20,819 Added 6.63%	334,740 $10.8 Million
Q4 2023 Feb 02, 2024	BUY	$28.34 - $31.4 $116,392 - $128,959	4,107 Added 1.33%	313,921 $9.79 Million
Q3 2023 Nov 08, 2023	BUY	$29.99 - $31.22 $308,177 - $320,816	10,276 Added 3.43%	309,814 $9.34 Million
Q2 2023 Aug 03, 2023	SELL	$29.33 - $31.46 $1.05 Million - $1.12 Million	-35,630 Reduced 10.63%	299,538 $9.26 Million
Q1 2023 Aug 22, 2023	SELL	$29.86 - $33.81 $270,680 - $306,487	-9,065 Reduced 3.03%	290,473 $9.07 Million
Q1 2023 Jun 14, 2023	BUY	$29.86 - $33.81 $1.33 Million - $1.51 Million	44,695 Added 15.39%	335,168 $10.5 Million
Q1 2023 May 10, 2023	SELL	$29.86 - $33.81 $1.33 Million - $1.51 Million	-44,695 Reduced 13.34%	290,473 $9.07 Million
Q4 2022 Aug 30, 2023	BUY	$29.96 - $32.28 $1.07 Million - $1.15 Million	35,630 Added 11.89%	335,168 $10.2 Million
Q4 2022 Feb 13, 2023	SELL	$29.96 - $32.28 $455,721 - $491,011	-15,211 Reduced 4.34%	335,168 $10.2 Million
Q3 2022 Feb 13, 2023	SELL	$31.4 - $35.35 $1.16 Million - $1.31 Million	-36,977 Reduced 9.55%	350,379 $11.1 Million
Q3 2022 Nov 14, 2022	BUY	$31.4 - $35.35 $1.58 Million - $1.78 Million	50,389 Added 14.95%	387,356 $12.4 Million
Q2 2022 Aug 15, 2022	BUY	$32.02 - $36.26 $2.04 Million - $2.31 Million	63,732 Added 23.32%	336,967 $11.1 Million
Q1 2022 May 16, 2022	BUY	$34.86 - $39.14 $9.52 Million - $10.7 Million	273,235 New	273,235 $9.95 Million

Others Institutions Holding PFF

# of Institutions

1,130

Shares Held

195M

Call Options Held

176K

Put Options Held

274K

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Atria Wealth Solutions, Inc. Ishares Trust Ishares Pfd And Transaction History