Atria Wealth Solutions, Inc. Ishares Tr Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 84,827 shares of SHV stock, worth $9.37 Million. This represents 0.11% of its overall portfolio holdings.

Number of Shares
84,827
Previous 67,734 25.24%
Holding current value
$9.37 Million
Previous $7.49 Million 24.65%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Jan 31, 2025
BUY
$109.92 - $110.57 $1.88 Million - $1.89 Million
17,093 Added 25.24%
84,827 $9.34 Million
Q3 2024

Nov 08, 2024
BUY
$110.05 - $110.63 $174,979 - $175,901
1,590 Added 2.4%
67,734 $7.49 Million
Q2 2024

Jul 22, 2024
SELL
$110.04 - $110.51 $1.64 Million - $1.64 Million
-14,863 Reduced 18.35%
66,144 $7.31 Million
Q1 2024

May 13, 2024
BUY
$110.11 - $110.57 $2.59 Million - $2.6 Million
23,516 Added 40.9%
81,007 $8.95 Million
Q4 2023

Feb 02, 2024
BUY
$109.86 - $110.59 $331,557 - $333,760
3,018 Added 5.54%
57,491 $6.33 Million
Q3 2023

Nov 08, 2023
BUY
$109.99 - $110.5 $3.15 Million - $3.17 Million
28,649 Added 110.94%
54,473 $6.02 Million
Q2 2023

Aug 03, 2023
SELL
$110.0 - $110.45 $1.17 Million - $1.17 Million
-10,635 Reduced 29.17%
25,824 $2.85 Million
Q1 2023

Aug 22, 2023
BUY
$109.94 - $110.5 $612,365 - $615,485
5,570 Added 21.57%
31,394 $3.47 Million
Q1 2023

Jun 14, 2023
BUY
$109.94 - $110.5 $556,846 - $559,682
5,065 Added 16.13%
36,459 $4.03 Million
Q1 2023

May 10, 2023
SELL
$109.94 - $110.5 $701,197 - $704,769
-6,378 Reduced 16.89%
31,394 $3.47 Million
Q4 2022

Aug 30, 2023
BUY
$109.74 - $110.1 $1.17 Million - $1.17 Million
10,635 Added 41.18%
36,459 $4.01 Million
Q4 2022

Feb 13, 2023
SELL
$109.74 - $110.1 $4.9 Million - $4.92 Million
-44,689 Reduced 54.19%
37,772 $4.15 Million
Q3 2022

Feb 13, 2023
SELL
$109.92 - $110.13 $866,609 - $868,264
-7,884 Reduced 8.73%
82,461 $0
Q3 2022

Nov 14, 2022
BUY
$109.92 - $110.13 $3.07 Million - $3.08 Million
27,922 Added 44.73%
90,345 $9.94 Million
Q2 2022

Aug 15, 2022
BUY
$109.96 - $110.28 $1.54 Million - $1.54 Million
13,965 Added 28.82%
62,423 $6.87 Million
Q1 2022

May 16, 2022
BUY
$110.22 - $110.4 $5.34 Million - $5.35 Million
48,458 New
48,458 $5.34 Million

Others Institutions Holding SHV

# of Institutions
773
Shares Held
94.4M
Call Options Held
2K
Put Options Held
0
View Full List

About ISHARES TR

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