Atria Wealth Solutions, Inc. Ishares Tr Ibonds Dec 2023 Ter Transaction History

Atria Wealth Solutions, Inc.

$8.63 Billion
Q1 2024

Shares

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 08, 2023	SELL	$24.7 - $24.83 $205,504 - $206,585	-8,320 Reduced 13.99%	51,171 $1.27 Million
Q2 2023 Aug 03, 2023	BUY	$24.71 - $24.81 $982,469 - $986,445	39,760 Added 201.51%	59,491 $1.48 Million
Q1 2023 Aug 22, 2023	SELL	$24.67 - $24.81 $959,440 - $964,885	-38,891 Reduced 65.37%	20,600 $511,000
Q1 2023 Jun 14, 2023	SELL	$24.67 - $24.81 $21,438 - $21,559	-869 Reduced 4.22%	19,731 $489,000
Q1 2023 May 10, 2023	BUY	$24.67 - $24.81 $21,438 - $21,559	869 Added 4.4%	20,600 $511,000

Q4 2022 Aug 30, 2023	SELL	$24.66 - $24.75 $980,481 - $984,060	-39,760 Reduced 66.83%	19,731 $487,000
Q4 2022 Feb 13, 2023	BUY	$24.66 - $24.75 $486,566 - $488,342	19,731 New	19,731 $487,000

Others Institutions Holding IBTD

# of Institutions

11

Shares Held

529K

Call Options Held

0

Put Options Held

0

About ISHARES TR IBONDS DEC 2023 TER

Ticker IBTD
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