Atria Investments LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History

Atria Investments LLC

$7.93 Billion
Q2 2025

A detailed history of Atria Investments LLC transactions in Ishares Tr Ibonds Dec 2031 Ter stock. As of the latest transaction made, Atria Investments LLC holds 9,932 shares of IBDW stock, worth $211,948. This represents 0.0% of its overall portfolio holdings.

Number of Shares

9,932

Holding current value

$211,948

% of portfolio

0.0%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2025 Aug 04, 2025	BUY	$20.23 - $21.04 $200,924 - $208,969	9,932 New	9,932 $208,000

Others Institutions Holding IBDW

# of Institutions

237

Shares Held

69.1M

Call Options Held

Put Options Held

Aptus Capital Advisors, LLC

6.36M
Shares

$136 Million
1.2% of portfolio
Capital Investment Advisors, LLC

3.41M
Shares

$72.7 Million
1.25% of portfolio
Capital Advisors Inc

2.99M
Shares

$63.8 Million
1.08% of portfolio
Morgan Stanley New York, NY

2.95M
Shares

$62.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

2.81M
Shares

$59.9 Million
0.0% of portfolio

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About ISHARES TR IBONDS DEC 2031 TER

Ticker IBDW

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Atria Investments LLC Ishares Tr Ibonds Dec 2031 Ter Transaction History