Atria Wealth Solutions, Inc. Ishares Tr Ishares Esg Aware 1 Transaction History

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Ishares Esg Aware 1 stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 61,164 shares of SUSB stock, worth $1.51 Million. This represents 0.02% of its overall portfolio holdings.

Number of Shares
61,164
Holding current value
$1.51 Million
% of portfolio
0.02%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$24.38 - $25.2 $1.49 Million - $1.54 Million
61,164 New
61,164 $1.54 Million
Q1 2024

May 13, 2024
SELL
$24.32 - $24.57 $35,239 - $35,601
-1,449 Reduced 7.61%
17,601 $430,000
Q4 2023

Feb 02, 2024
BUY
$23.56 - $24.48 $17,505 - $18,188
743 Added 4.06%
19,050 $466,000
Q3 2023

Nov 08, 2023
SELL
$23.72 - $24.02 $255,986 - $259,223
-10,792 Reduced 37.09%
18,307 $435,000
Q2 2023

Aug 03, 2023
SELL
$23.84 - $24.2 $471,841 - $478,966
-19,792 Reduced 40.48%
29,099 $695,000
Q1 2023

Aug 22, 2023
BUY
$23.63 - $24.19 $27,387 - $28,036
1,159 Added 3.98%
30,258 $728,000
Q1 2023

Jun 14, 2023
BUY
$23.63 - $24.19 $440,297 - $450,732
18,633 Added 61.58%
48,891 $1.18 Million
Q1 2023

May 10, 2023
SELL
$23.63 - $24.19 $440,297 - $450,732
-18,633 Reduced 38.11%
30,258 $728,000
Q4 2022

Aug 30, 2023
BUY
$23.19 - $23.94 $458,976 - $473,820
19,792 Added 68.02%
48,891 $1.16 Million
Q4 2022

Feb 13, 2023
BUY
$23.19 - $23.94 $559,296 - $577,384
24,118 Added 97.36%
48,891 $1.16 Million
Q3 2022

Nov 14, 2022
SELL
$23.37 - $24.43 $3,248 - $3,395
-139 Reduced 0.56%
24,773 $582,000
Q2 2022

Aug 15, 2022
SELL
$23.73 - $24.6 $34,788 - $36,063
-1,466 Reduced 5.56%
24,912 $600,000
Q1 2022

May 16, 2022
BUY
$24.54 - $25.63 $647,316 - $676,068
26,378 New
26,378 $649,000

Others Institutions Holding SUSB

# of Institutions
310
Shares Held
28M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES TR ISHARES ESG AWARE 1

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