Atria Wealth Solutions, Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Tr Ibonds Dec 2025 Ter stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 239,389 shares of IBTF stock, worth $5.59 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

239,389

Previous 253,307 5.49%

Holding current value

$5.59 Million

Previous $5.93 Million 5.9%

% of portfolio

0.06%

Previous 0.07%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	$23.25 - $23.37 $323,593 - $325,263	-13,918 Reduced 5.49%	239,389 $5.58 Million
Q3 2024 Nov 08, 2024	BUY	$23.13 - $23.43 $432,600 - $438,211	18,703 Added 7.97%	253,307 $5.93 Million
Q2 2024 Jul 22, 2024	BUY	$23.1 - $23.22 $3.51 Million - $3.52 Million	151,752 Added 183.16%	234,604 $5.45 Million
Q1 2024 May 13, 2024	BUY	$23.16 - $23.36 $877,462 - $885,040	37,887 Added 84.26%	82,852 $1.92 Million
Q4 2023 Feb 02, 2024	BUY	$22.97 - $23.28 $622,831 - $631,237	27,115 Added 151.9%	44,965 $1.05 Million
Q3 2023 Nov 08, 2023	BUY	$23.01 - $23.2 $54,740 - $55,192	2,379 Added 15.38%	17,850 $411,000
Q2 2023 Aug 03, 2023	BUY	$23.13 - $23.6 $67,447 - $68,817	2,916 Added 23.23%	15,471 $357,000
Q1 2023 Aug 22, 2023	SELL	$22.99 - $23.65 $620 - $638	-27 Reduced 0.17%	15,444 $363,000
Q1 2023 Jun 14, 2023	SELL	$22.99 - $23.65 $66,418 - $68,324	-2,889 Reduced 18.71%	12,555 $295,000
Q1 2023 May 10, 2023	BUY	$22.99 - $23.65 $66,418 - $68,324	2,889 Added 23.01%	15,444 $363,000
Q4 2022 Aug 30, 2023	SELL	$23.05 - $23.48 $67,213 - $68,467	-2,916 Reduced 18.85%	12,555 $292,000
Q4 2022 Feb 13, 2023	BUY	$23.05 - $23.48 $289,392 - $294,791	12,555 New	12,555 $292,000

Others Institutions Holding IBTF

# of Institutions

311

Shares Held

86.3M

Call Options Held

Put Options Held

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About ISHARES TR IBONDS DEC 2025 TER

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Atria Wealth Solutions, Inc. Ishares Tr Ibonds Dec 2025 Ter Transaction History