Atria Wealth Solutions, Inc. Ishares Barclays 1 3 Year Trea Transaction History

Atria Wealth Solutions, Inc.

$8.74 Billion
Q4 2024

A detailed history of Atria Wealth Solutions, Inc. transactions in Ishares Barclays 1 3 Year Trea stock. As of the latest transaction made, Atria Wealth Solutions, Inc. holds 160,243 shares of SHY stock, worth $13.1 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

160,243

Previous 134,164 19.44%

Holding current value

$13.1 Million

Previous $11.2 Million 17.76%

% of portfolio

0.15%

Previous 0.13%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	BUY	$81.68 - $82.93 $2.13 Million - $2.16 Million	26,079 Added 19.44%	160,243 $13.1 Million
Q3 2024 Nov 08, 2024	SELL	$81.31 - $83.29 $522,254 - $534,971	-6,423 Reduced 4.57%	134,164 $11.2 Million
Q2 2024 Jul 22, 2024	SELL	$81.05 - $81.66 $735,690 - $741,227	-9,077 Reduced 6.06%	140,587 $11.5 Million
Q1 2024 May 13, 2024	SELL	$81.49 - $82.34 $374,854 - $378,764	-4,600 Reduced 2.98%	149,664 $12.2 Million
Q4 2023 Feb 02, 2024	BUY	$80.62 - $82.04 $3.53 Million - $3.59 Million	43,808 Added 39.66%	154,264 $12.7 Million
Q3 2023 Nov 08, 2023	SELL	$80.71 - $81.38 $4.87 Million - $4.92 Million	-60,398 Reduced 35.35%	110,456 $8.94 Million
Q2 2023 Aug 03, 2023	BUY	$81.05 - $82.41 $4.83 Million - $4.91 Million	59,610 Added 53.58%	170,854 $13.9 Million
Q1 2023 Aug 22, 2023	SELL	$80.51 - $82.52 $278,806 - $285,766	-3,463 Reduced 2.03%	167,391 $13.8 Million
Q1 2023 Jun 14, 2023	SELL	$80.51 - $82.52 $4.52 Million - $4.63 Million	-56,147 Reduced 33.54%	111,244 $9.14 Million
Q1 2023 May 10, 2023	BUY	$80.51 - $82.52 $4.49 Million - $4.61 Million	55,820 Added 50.03%	167,391 $13.8 Million
Q4 2022 Aug 30, 2023	SELL	$80.6 - $81.52 $4.8 Million - $4.86 Million	-59,610 Reduced 34.89%	111,244 $9.03 Million
Q4 2022 Feb 13, 2023	SELL	$80.6 - $81.52 $7.02 Million - $7.1 Million	-87,054 Reduced 43.83%	111,571 $9.06 Million
Q3 2022 Feb 13, 2023	SELL	$81.04 - $83.06 $11.2 Million - $11.5 Million	-138,531 Reduced 41.09%	198,625 $16.1 Million
Q3 2022 Nov 14, 2022	BUY	$81.04 - $83.06 $20.8 Million - $21.4 Million	257,212 Added 321.74%	337,156 $27.7 Million
Q2 2022 Aug 15, 2022	SELL	$81.97 - $83.48 $1.19 Million - $1.21 Million	-14,529 Reduced 15.38%	79,944 $6.62 Million
Q1 2022 May 16, 2022	BUY	$83.25 - $85.49 $7.86 Million - $8.08 Million	94,473 New	94,473 $7.88 Million

Others Institutions Holding SHY

# of Institutions

1,278

Shares Held

248M

Call Options Held

451K

Put Options Held

133K

View Full List

About ISHARES BARCLAYS 1-3 YEAR TREA

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Atria Wealth Solutions, Inc. Ishares Barclays 1 3 Year Trea Transaction History