Atria Wealth Solutions, Inc. Ishares Barclays 3 7 Yr Treas Transaction History

Atria Wealth Solutions, Inc.

$4.15 Billion
Q2 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Barclays 3 7 Yr Treas stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 94,951 shares of IEI stock, worth $11.2 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

94,951

Previous 138,090 31.24%

Holding current value

$11.2 Million

Previous $16.3 Million 30.69%

% of portfolio

0.27%

Previous 0.21%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 25, 2025	SELL	$116.93 - $119.39 $5.04 Million - $5.15 Million	-43,139 Reduced 31.24%	94,951 $11.3 Million
Q1 2025 May 09, 2025	SELL	$114.57 - $118.14 $73,783 - $76,082	-644 Reduced 0.46%	138,090 $16.3 Million
Q4 2024 Jan 31, 2025	BUY	$115.08 - $119.55 $194,715 - $202,278	1,692 Added 1.23%	138,734 $16 Million
Q3 2024 Nov 08, 2024	BUY	$114.73 - $120.23 $318,605 - $333,878	2,777 Added 2.07%	137,042 $16.4 Million
Q2 2024 Jul 22, 2024	BUY	$113.43 - $115.88 $724,817 - $740,473	6,390 Added 5.0%	134,265 $15.5 Million
Q1 2024 May 13, 2024	SELL	$114.97 - $117.54 $242,586 - $248,009	-2,110 Reduced 1.62%	127,875 $14.8 Million
Q4 2023 Feb 02, 2024	SELL	$111.61 - $117.37 $643,543 - $676,755	-5,766 Reduced 4.25%	129,985 $15.2 Million
Q3 2023 Nov 08, 2023	SELL	$112.76 - $116.14 $351,811 - $362,356	-3,120 Reduced 2.25%	135,751 $15.4 Million
Q2 2023 Aug 03, 2023	SELL	$115.23 - $119.04 $2.87 Million - $2.97 Million	-24,939 Reduced 15.22%	138,871 $16 Million
Q1 2023 Aug 22, 2023	SELL	$113.55 - $118.41 $1.68 Million - $1.75 Million	-14,773 Reduced 10.64%	124,098 $14.6 Million
Q1 2023 Jun 14, 2023	BUY	$113.55 - $118.41 $4.51 Million - $4.7 Million	39,712 Added 32.0%	163,810 $19.3 Million
Q1 2023 May 10, 2023	SELL	$113.55 - $118.41 $4.57 Million - $4.77 Million	-40,263 Reduced 24.5%	124,098 $14.6 Million
Q4 2022 Aug 30, 2023	BUY	$112.33 - $116.76 $2.8 Million - $2.91 Million	24,939 Added 17.96%	163,810 $18.8 Million
Q4 2022 Feb 13, 2023	BUY	$112.33 - $116.76 $1.56 Million - $1.62 Million	13,913 Added 9.25%	164,361 $18.9 Million
Q3 2022 Feb 13, 2023	SELL	$113.35 - $121.3 $674,545 - $721,856	-5,951 Reduced 3.81%	150,448 $0
Q3 2022 Nov 14, 2022	BUY	$113.35 - $121.3 $7.14 Million - $7.64 Million	62,961 Added 67.38%	156,399 $17.9 Million
Q2 2022 Aug 15, 2022	SELL	$116.23 - $121.42 $1.22 Million - $1.28 Million	-10,502 Reduced 10.1%	93,438 $11.2 Million
Q1 2022 May 16, 2022	BUY	$121.42 - $128.17 $12.6 Million - $13.3 Million	103,940 New	103,940 $12.7 Million

Others Institutions Holding IEI

# of Institutions

870

Shares Held

114M

Call Options Held

2.34M

Put Options Held

666K

View Full List

About ISHARES BARCLAYS 3-7 YR TREAS

Ticker IEI
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Atria Wealth Solutions, Inc. Ishares Barclays 3 7 Yr Treas Transaction History