A detailed history of Atria Wealth Solutions, Inc. transactions in Ihares Core 1 5 Years Usd Bond stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 5,840 shares of ISTB stock, worth $277,283. This represents 0.0% of its overall portfolio holdings.

Number of Shares
5,840
Previous 6,264 6.77%
Holding current value
$277,283
Previous $297,000 6.73%
% of portfolio
0.0%
Previous 0.0%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024

SELL
$47.16 - $47.73 $19,995 - $20,237
-424 Reduced 6.77%
5,840 $277,000
Q4 2023

Feb 02, 2024

SELL
$46.0 - $47.56 $29,118 - $30,105
-633 Reduced 9.18%
6,264 $297,000
Q3 2023

Nov 08, 2023

SELL
$46.26 - $46.9 $16,746 - $16,977
-362 Reduced 4.99%
6,897 $319,000
Q2 2023

Aug 03, 2023

SELL
$46.63 - $47.38 $4.85 Million - $4.93 Million
-104,006 Reduced 93.48%
7,259 $338,000
Q1 2023

Aug 22, 2023

BUY
$46.16 - $47.28 $3.14 Million - $3.22 Million
68,069 Added 937.72%
75,328 $3.55 Million
Q1 2023

Jun 14, 2023

BUY
$46.16 - $47.28 $1.66 Million - $1.7 Million
35,937 Added 47.71%
111,265 $5.25 Million
Q1 2023

May 10, 2023

SELL
$46.16 - $47.28 $1.66 Million - $1.7 Million
-35,937 Reduced 32.3%
75,328 $3.55 Million
Q4 2022

Aug 30, 2023

BUY
$45.73 - $46.84 $4.76 Million - $4.87 Million
104,006 Added 1432.79%
111,265 $5.17 Million
Q4 2022

Feb 13, 2023

BUY
$45.73 - $46.84 $1.66 Million - $1.7 Million
36,237 Added 48.3%
111,265 $5.17 Million
Q3 2022

Nov 14, 2022

BUY
N/A
8,260 Added 12.37%
75,028 $3.46 Million
Q2 2022

Aug 15, 2022

BUY
N/A
14,094 Added 26.76%
66,768 $3.16 Million
Q1 2022

May 16, 2022

BUY
N/A
52,674 New
52,674 $2.55 Million

Others Institutions Holding ISTB

About IHARES CORE 1-5 YEARS USD BOND


  • Ticker ISTB
  • Sector ETFs
  • Industry ETFs
More about ISTB
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.