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AWS
Atria Wealth Solutions’s
iShares Biotechnology ETF
IBB
Stock Holding History
Atria Wealth Solutions’s Portfolio
IBB Stock Details
IBB Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2025
Q2
$703K
Sell
5,502
-7,742
-58%
-$950K
0.02%
774
2025
Q1
$1.69M
Sell
13,244
-4,137
-24%
-$561K
0.02%
693
2024
Q4
$2.3M
Sell
17,381
-2,079
-11%
-$292K
0.03%
598
2024
Q3
$2.83M
Sell
19,460
-1,461
-7%
-$211K
0.03%
513
2024
Q2
$2.87M
Sell
20,921
-6,737
-24%
-$899K
0.03%
503
2024
Q1
$3.8M
Sell
27,658
-13,323
-33%
-$1.82M
0.04%
418
2023
Q4
$5.57M
Sell
40,981
-2,115
-5%
-$258K
0.07%
288
2023
Q3
$5.27M
Sell
43,096
-5,945
-12%
-$756K
0.07%
277
2023
Q2
$6.23M
Sell
49,041
-2,043
-4%
-$265K
0.08%
232
2023
Q1
$6.6M
Sell
51,084
-5,732
-10%
-$750K
0.1%
204
2022
Q4
$7.46M
Sell
56,816
-4,408
-7%
-$570K
0.12%
183
2022
Q3
$7.16M
Buy
61,224
+1,711
+3%
+$212K
0.12%
174
2022
Q2
$7M
Buy
59,513
+10,632
+22%
+$1.26M
0.13%
168
2022
Q1
$6.37M
Buy
+48,881
New
+$6.37M
0.11%
207
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$1.37T AUM
24.88%
1-Year Est. Return
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$235B AUM
32.99%
1-Year Est. Return
Morgan Stanley
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$1.66T AUM
25.57%
1-Year Est. Return
Goldman Sachs
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$871B AUM
31.28%
1-Year Est. Return
UBS Group
Zurich, Switzerland
$666B AUM
30.12%
1-Year Est. Return
JP Morgan Chase
New York
$1.56T AUM
27.86%
1-Year Est. Return
Wells Fargo
San Francisco, California
$530B AUM
22.01%
1-Year Est. Return
Royal Bank of Canada
Toronto, Ontario, Canada
$570B AUM
27.57%
1-Year Est. Return
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Toronto, Ontario, Canada
$62.2B AUM
31.35%
1-Year Est. Return
CB
Commerce Bank
Kansas City, Missouri
$20.7B AUM
23.76%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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