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Atria Wealth Solutions’s iShares US Broker-Dealers & Securities Exchanges ETF IAI Stock Holding History

Atria Wealth Solutions’s Portfolio IAI Stock Details IAI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		$2.97M Sell
17,571
-7,635
-30% -$1.13M 0.07% 316
2025
Q1 		$3.53M Sell
25,206
-14,350
-36% -$2.13M 0.04% 441
2024
Q4 		$5.7M Buy
39,556
+24,764
+167% +$3.53M 0.06% 324
2024
Q3 		$1.9M Buy
14,792
+359
+2% +$44.4K 0.02% 659
2024
Q2 		$1.69M Buy
14,433
+8,789
+156% +$1.01M 0.02% 690
2024
Q1 		$655K Buy
+5,644
New +$614K 0.01% 1120
2023
Q1 		– Sell
-4,826
Closed -$464K – 1904
2022
Q4 		$464K Buy
4,826
+278
+6% +$26.6K 0.01% 1119
2022
Q3 		$388K Buy
4,548
+313
+7% +$28.6K 0.01% 1161
2022
Q2 		$356K Buy
4,235
+204
+5% +$18.4K 0.01% 1128
2022
Q1 		$403K Buy
+4,031
New +$425K 0.01% 1179

Other funds holding IAI

Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
HIIFS
Harel Insurance Investments & Financial Services Ramat Gan, Israel $14.7B AUM 47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
MML Investors Services
MML Investors Services Springfield, Massachusetts $36.1B AUM 19.68% 1-Year Est. Return
Two Sigma Investments
Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
SFI
SPC Financial Inc Rockville, Maryland $1.28B AUM 12.6% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return