Atria Wealth Solutions, Inc. Ishares Iboxx $ Investment Gra Transaction History

Atria Wealth Solutions, Inc.

  • $8.74 Billion
  • Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Iboxx $ Investment Gra stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 187,591 shares of LQD stock, worth $20.5 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares
187,591
Previous 252,333 25.66%
Holding current value
$20.5 Million
Previous $28.5 Million 29.7%
% of portfolio
0.23%
Previous 0.32%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
$106.56 - $113.11 $6.9 Million - $7.32 Million
-64,742 Reduced 25.66%
187,591 $20 Million
Q3 2024

Nov 08, 2024
SELL
$106.11 - $113.72 $1.56 Million - $1.67 Million
-14,665 Reduced 5.49%
252,333 $28.5 Million
Q2 2024

Jul 22, 2024
SELL
$104.54 - $108.46 $1.62 Million - $1.68 Million
-15,526 Reduced 5.5%
266,998 $28.6 Million
Q1 2024

May 13, 2024
SELL
$106.98 - $110.63 $4.32 Million - $4.46 Million
-40,346 Reduced 12.5%
282,524 $30.8 Million
Q4 2023

Feb 02, 2024
BUY
$98.28 - $111.36 $5.63 Million - $6.38 Million
57,272 Added 21.56%
322,870 $35.7 Million
Q3 2023

Nov 08, 2023
BUY
$102.02 - $108.51 $5.36 Million - $5.7 Million
52,496 Added 24.63%
265,598 $27.1 Million
Q2 2023

Aug 03, 2023
SELL
$106.02 - $110.43 $165,391 - $172,270
-1,560 Reduced 0.73%
213,102 $23 Million
Q1 2023

Aug 22, 2023
SELL
$104.89 - $111.81 $369,317 - $393,683
-3,521 Reduced 1.65%
209,581 $23 Million
Q1 2023

Jun 14, 2023
BUY
$104.89 - $111.81 $532,946 - $568,106
5,081 Added 2.42%
214,662 $23.5 Million
Q1 2023

May 10, 2023
SELL
$104.89 - $111.81 $536,722 - $572,131
-5,117 Reduced 2.38%
209,581 $23 Million
Q4 2022

Aug 30, 2023
BUY
$99.2 - $110.03 $154,752 - $171,646
1,560 Added 0.73%
214,662 $22.6 Million
Q4 2022

Feb 13, 2023
BUY
$99.2 - $110.03 $2.01 Million - $2.23 Million
20,256 Added 10.42%
214,698 $22.6 Million
Q3 2022

Feb 13, 2023
SELL
$101.44 - $114.61 $2.35 Million - $2.65 Million
-23,129 Reduced 10.63%
194,442 $20.4 Million
Q3 2022

Nov 14, 2022
BUY
$101.44 - $114.61 $8.97 Million - $10.1 Million
88,413 Added 68.45%
217,571 $23.2 Million
Q2 2022

Aug 15, 2022
SELL
$107.41 - $121.51 $1.05 Million - $1.18 Million
-9,735 Reduced 7.01%
129,158 $14.2 Million
Q1 2022

May 16, 2022
BUY
$118.44 - $131.22 $16.5 Million - $18.2 Million
138,893 New
138,893 $16.8 Million

Others Institutions Holding LQD

# of Institutions
1,227
Shares Held
233M
Call Options Held
36.9M
Put Options Held
28.7M
View Full List

About ISHARES IBOXX $ INVESTMENT GRA

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  • Ticker LQD
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