Atria Wealth Solutions, Inc. Ishares Barclays 20+ Year Trea Transaction History

Atria Wealth Solutions, Inc.

$7.87 Billion
Q1 2025

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Barclays 20+ Year Trea stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 722,210 shares of TLT stock, worth $61.6 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

722,210

Previous 658,973 9.6%

Holding current value

$61.6 Million

Previous $57.5 Million 14.24%

% of portfolio

0.84%

Previous 0.66%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	$85.29 - $92.57 $5.39 Million - $5.85 Million	63,237 Added 9.6%	722,210 $65.7 Million
Q4 2024 Jan 31, 2025	BUY	$87.1 - $98.49 $7.33 Million - $8.29 Million	84,192 Added 14.65%	658,973 $57.5 Million
Q3 2024 Nov 08, 2024	BUY	$89.91 - $101.33 $2.08 Million - $2.34 Million	23,109 Added 4.19%	574,781 $56.4 Million
Q2 2024 Jul 22, 2024	BUY	$87.78 - $94.67 $3.67 Million - $3.96 Million	41,848 Added 8.21%	551,672 $50.6 Million
Q1 2024 May 13, 2024	BUY	$92.18 - $98.72 $7.26 Million - $7.78 Million	78,766 Added 18.27%	509,824 $48.2 Million
Q4 2023 Feb 02, 2024	BUY	$82.77 - $100.51 $8.13 Million - $9.88 Million	98,284 Added 29.53%	431,058 $42.6 Million
Q3 2023 Nov 08, 2023	BUY	$88.41 - $102.95 $15.3 Million - $17.8 Million	172,539 Added 107.68%	332,774 $29.5 Million
Q2 2023 Aug 03, 2023	SELL	$100.28 - $108.53 $627,151 - $678,746	-6,254 Reduced 3.76%	160,235 $16.5 Million
Q1 2023 Aug 22, 2023	SELL	$99.48 - $108.63 $1.81 Million - $1.98 Million	-18,215 Reduced 11.37%	142,020 $15.1 Million
Q1 2023 Jun 14, 2023	BUY	$99.48 - $108.63 $2.43 Million - $2.66 Million	24,469 Added 17.23%	166,489 $17.7 Million
Q1 2023 May 10, 2023	SELL	$99.48 - $108.63 $2.43 Million - $2.66 Million	-24,469 Reduced 14.7%	142,020 $15.1 Million
Q4 2022 Aug 30, 2023	BUY	$92.4 - $109.47 $577,869 - $684,625	6,254 Added 3.9%	166,489 $16.6 Million
Q4 2022 Feb 13, 2023	BUY	$92.4 - $109.47 $6.87 Million - $8.14 Million	74,363 Added 80.72%	166,489 $16.6 Million
Q3 2022 Feb 13, 2023	SELL	$100.95 - $120.04 $1.76 Million - $2.09 Million	-17,409 Reduced 15.89%	92,126 $9.74 Million
Q3 2022 Nov 14, 2022	BUY	$100.95 - $120.04 $2.86 Million - $3.41 Million	28,374 Added 34.96%	109,535 $11.7 Million
Q2 2022 Aug 15, 2022	BUY	$108.81 - $132.38 $1.44 Million - $1.76 Million	13,279 Added 19.56%	81,161 $9.32 Million
Q1 2022 May 16, 2022	BUY	$128.66 - $144.3 $8.73 Million - $9.8 Million	67,882 New	67,882 $8.97 Million

Others Institutions Holding TLT

# of Institutions

1,419

Shares Held

455M

Call Options Held

179M

Put Options Held

130M

View Full List

About ISHARES BARCLAYS 20+ YEAR TREA

Ticker TLT
Sector ETFs
Industry ETFs

More about TLT

Track This Portfolio

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.

Account

Atria Wealth Solutions, Inc. Ishares Barclays 20+ Year Trea Transaction History