A detailed history of Atria Investments LLC transactions in Ishares Tr stock. As of the latest transaction made, Atria Investments LLC holds 9,436 shares of IBDV stock, worth $207,025. This represents 0.0% of its overall portfolio holdings.

Number of Shares
9,436
Previous 162,397 94.19%
Holding current value
$207,025
Previous $3.53 Million 94.13%
% of portfolio
0.0%
Previous 0.05%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 04, 2025

SELL
$21.28 - $21.98 $3.26 Million - $3.36 Million
-152,961 Reduced 94.19%
9,436 $207,000
Q1 2025

May 06, 2025

BUY
$21.11 - $21.73 $1.51 Million - $1.56 Million
71,580 Added 78.82%
162,397 $3.53 Million
Q4 2024

Feb 06, 2025

BUY
$21.24 - $22.15 $244,748 - $255,234
11,523 Added 14.53%
90,817 $1.94 Million
Q3 2024

Nov 01, 2024

BUY
$21.11 - $22.24 $171,202 - $180,366
8,110 Added 11.39%
79,294 $1.76 Million
Q2 2024

Aug 13, 2024

BUY
$20.82 - $21.38 $402,617 - $413,446
19,338 Added 37.3%
71,184 $1.51 Million
Q1 2024

May 21, 2024

BUY
$21.16 - $21.68 $1.1 Million - $1.12 Million
51,846 New
51,846 $1.11 Million

Others Institutions Holding IBDV

About ISHARES TR


  • Ticker IBDV
  • Sector Technology
More about IBDV
Track This Portfolio

Track Atria Investments LLC Portfolio

Follow Atria Investments LLC 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 Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Atria Investments LLC with notifications on news.