A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Ibonds Dec 2024 Ter stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 237,756 shares of IBTE stock, worth $5.71 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
237,756
Previous 187,544 26.77%
Holding current value
$5.71 Million
Previous $4.49 Million 27.0%
% of portfolio
0.06%
Previous 0.05%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 22, 2024

BUY
$23.85 - $23.98 $1.2 Million - $1.2 Million
50,212 Added 26.77%
237,756 $5.7 Million
Q1 2024

May 13, 2024

BUY
$23.85 - $23.95 $268,908 - $270,036
11,275 Added 6.4%
187,544 $4.49 Million
Q4 2023

Feb 02, 2024

BUY
$23.75 - $23.91 $2.65 Million - $2.67 Million
111,650 Added 172.78%
176,269 $4.21 Million
Q3 2023

Nov 08, 2023

SELL
$23.72 - $23.85 $118,860 - $119,512
-5,011 Reduced 7.2%
64,619 $1.54 Million
Q2 2023

Aug 03, 2023

BUY
$23.77 - $24.01 $1.19 Million - $1.2 Million
49,940 Added 253.63%
69,630 $1.66 Million
Q1 2023

Aug 22, 2023

SELL
$23.67 - $24.08 $1.06 Million - $1.08 Million
-44,864 Reduced 64.43%
24,766 $594,000
Q1 2023

Jun 14, 2023

SELL
$23.67 - $24.08 $120,148 - $122,230
-5,076 Reduced 20.5%
19,690 $472,000
Q1 2023

May 10, 2023

BUY
$23.67 - $24.08 $120,148 - $122,230
5,076 Added 25.78%
24,766 $594,000
Q4 2022

Aug 30, 2023

SELL
$23.73 - $23.95 $1.19 Million - $1.2 Million
-49,940 Reduced 71.72%
19,690 $469,000
Q4 2022

Feb 13, 2023

BUY
$23.73 - $23.95 $467,243 - $471,575
19,690 New
19,690 $469,000

Others Institutions Holding IBTE

About ISHARES TR IBONDS DEC 2024 TER


  • Ticker IBTE
  • Sector ETFs
  • Industry ETFs
More about IBTE
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