A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Ibonds 2026 Term Hi stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 140,959 shares of IBHF stock, worth $3.3 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares
140,959
Previous 80,031 76.13%
Holding current value
$3.3 Million
Previous $1.83 Million 79.98%
% of portfolio
0.04%
Previous 0.02%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 08, 2024

BUY
$22.76 - $23.41 $1.39 Million - $1.43 Million
60,928 Added 76.13%
140,959 $3.3 Million
Q2 2024

Jul 22, 2024

BUY
$22.68 - $22.96 $1.82 Million - $1.84 Million
80,031 New
80,031 $1.83 Million
Q3 2023

Nov 08, 2023

SELL
$22.42 - $22.82 $69,681 - $70,924
-3,108 Reduced 14.48%
18,359 $413,000
Q2 2023

Aug 03, 2023

BUY
$22.35 - $22.8 $479,787 - $489,447
21,467 New
21,467 $488,000
Q1 2023

Aug 22, 2023

BUY
$22.21 - $23.09 $17,434 - $18,125
785 Added 3.66%
22,252 $507,000
Q1 2023

May 10, 2023

BUY
$22.21 - $23.09 $494,216 - $513,798
22,252 New
22,252 $507,000

Others Institutions Holding IBHF

About ISHARES TR IBONDS 2026 TERM HI


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