Atria Wealth Solutions, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Trishares 0 3 Mnth Tre stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 156,016 shares of SGOV stock, worth $15.7 Million. This represents 0.18% of its overall portfolio holdings.

Number of Shares

156,016

Previous 153,329 1.75%

Holding current value

$15.7 Million

Previous $15.4 Million 1.35%

% of portfolio

0.18%

Previous 0.17%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$100.16 - $100.7 $269,129 - $270,580	2,687 Added 1.75%	156,016 $15.7 Million
Q3 2024 Nov 08, 2024	SELL	$100.3 - $100.74 $6.12 Million - $6.15 Million	-61,052 Reduced 28.48%	153,329 $15.4 Million
Q2 2024 Jul 22, 2024	SELL	$100.29 - $100.75 $556,007 - $558,558	-5,544 Reduced 2.52%	214,381 $21.6 Million
Q1 2024 May 13, 2024	BUY	$100.29 - $100.71 $3.09 Million - $3.1 Million	30,802 Added 16.29%	219,925 $22.1 Million
Q4 2023 Feb 02, 2024	SELL	$100.05 - $100.73 $3.48 Million - $3.5 Million	-34,751 Reduced 15.52%	189,123 $19 Million
Q3 2023 Nov 08, 2023	SELL	$100.2 - $100.67 $19.6 Million - $19.7 Million	-195,322 Reduced 46.59%	223,874 $22.5 Million
Q2 2023 Aug 03, 2023	BUY	$100.18 - $100.63 $6.95 Million - $6.98 Million	69,341 Added 19.82%	419,196 $42.2 Million
Q1 2023 Aug 22, 2023	BUY	$100.08 - $100.58 $1.93 Million - $1.94 Million	19,296 Added 4.6%	438,492 $44.1 Million
Q1 2023 Jun 14, 2023	SELL	$100.08 - $100.58 $8.87 Million - $8.92 Million	-88,637 Reduced 20.21%	349,855 $35.2 Million
Q1 2023 May 10, 2023	BUY	$100.08 - $100.58 $8.87 Million - $8.92 Million	88,637 Added 25.34%	438,492 $44.1 Million
Q4 2022 Aug 30, 2023	SELL	$99.97 - $100.37 $6.93 Million - $6.96 Million	-69,341 Reduced 16.54%	349,855 $35 Million
Q4 2022 Feb 13, 2023	BUY	$99.97 - $100.37 $7.26 Million - $7.29 Million	72,583 Added 26.18%	349,855 $35 Million
Q3 2022 Feb 13, 2023	SELL	$100.03 - $100.27 $172,151 - $172,564	-1,721 Reduced 0.62%	277,272 $27.8 Million
Q3 2022 Nov 14, 2022	BUY	$100.03 - $100.27 $2.36 Million - $2.37 Million	23,587 Added 9.24%	278,993 $27.9 Million
Q2 2022 Aug 15, 2022	BUY	$100.02 - $100.12 $1.96 Million - $1.96 Million	19,587 Added 8.31%	255,406 $25.6 Million
Q1 2022 May 16, 2022	BUY	$100.01 - $100.05 $23.6 Million - $23.6 Million	235,819 New	235,819 $23.6 Million

Others Institutions Holding SGOV

# of Institutions

793

Shares Held

113M

Call Options Held

Put Options Held

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About ISHARES TRISHARES 0-3 MNTH TRE

Ticker SGOV
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Atria Wealth Solutions, Inc. Ishares Trishares 0 3 Mnth Tre Transaction History