Atria Investments LLC Ishares Tr Ibonds Dec 2024 Ter Transaction History

Atria Investments LLC

$7.36 Billion
Q2 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 10, 2023	BUY	$23.67 - $24.08 $1.37 Million - $1.39 Million	57,768 New	57,768 $1.39 Million

Others Institutions Holding IBTE

# of Institutions

299

Shares Held

91.3M

Call Options Held

0

Put Options Held

0

Captrust Financial Advisors Raleigh, NC

23.9M
Shares

$573 Million
1.85% of portfolio
Bank Of America Corp Charlotte, NC

5.24M
Shares

$126 Million
0.01% of portfolio
Hm Payson & CO Portland, ME

3.93M
Shares

$94.3 Million
1.71% of portfolio
Morgan Stanley New York, NY

3.66M
Shares

$87.8 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

2.22M
Shares

$53.2 Million
0.01% of portfolio

About ISHARES TR IBONDS DEC 2024 TER

Ticker IBTE
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