Atria Wealth Solutions, Inc. Ishares Ibonds Dec 2025 Term C Transaction History

Atria Wealth Solutions, Inc.

  • $8.89 Billion
  • Q3 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Ibonds Dec 2025 Term C stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 346,647 shares of IBDQ stock, worth $8.67 Million. This represents 0.1% of its overall portfolio holdings.

Number of Shares
346,647
Previous 301,588 14.94%
Holding current value
$8.67 Million
Previous $7.5 Million 16.05%
% of portfolio
0.1%
Previous 0.09%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024
BUY
$24.78 - $25.11 $1.12 Million - $1.13 Million
45,059 Added 14.94%
346,647 $8.7 Million
Q2 2024

Jul 22, 2024
BUY
$24.69 - $24.86 $546,365 - $550,126
22,129 Added 7.92%
301,588 $7.5 Million
Q1 2024

May 13, 2024
BUY
$24.7 - $24.84 $14,375 - $14,456
582 Added 0.21%
279,459 $6.93 Million
Q4 2023

Feb 02, 2024
BUY
$24.29 - $24.76 $1.4 Million - $1.43 Million
57,750 Added 26.12%
278,877 $6.9 Million
Q3 2023

Nov 08, 2023
BUY
$24.29 - $24.48 $329,882 - $332,462
13,581 Added 6.54%
221,127 $5.39 Million
Q2 2023

Aug 03, 2023
BUY
$24.34 - $24.65 $5.05 Million - $5.12 Million
207,546 New
207,546 $5.06 Million
Q1 2023

Aug 22, 2023
SELL
$24.13 - $24.64 $197,045 - $201,210
-8,166 Reduced 3.93%
199,380 $4.89 Million
Q1 2023

May 10, 2023
BUY
$24.13 - $24.64 $4.81 Million - $4.91 Million
199,380 New
199,380 $4.89 Million

Others Institutions Holding IBDQ

# of Institutions
395
Shares Held
82.2M
Call Options Held
0
Put Options Held
0
View Full List

About ISHARES IBONDS DEC 2025 TERM C

IBDQ Quotes by TradingView
  • Ticker IBDQ
  • Sector ETFs
  • Industry ETFs
More about IBDQ
Track This Portfolio

Track Atria Wealth Solutions, Inc. Portfolio

Follow Atria Wealth Solutions, Inc. 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 Wealth Solutions, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Atria Wealth Solutions, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email