iShares Dow Jones US Financial Svc. shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares Dow Jones US Financial Svc. (IYG) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares Dow Jones US Financial Svc.
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Quarterly reported holdings in iShares Dow Jones US Financial Svc. by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $297k | 1.7k | 179.16 |
| 2023-09-30 | $349k | 2.3k | 154.76 |
| 2023-06-30 | $383k | 2.4k | 157.98 |
| 2023-03-31 | $699k | 4.6k | 150.96 |
| 2022-12-31 | $808k | 5.1k | 157.53 |
| 2022-09-30 | $714k | 5.1k | 141.22 |
| 2022-06-30 | $1.1M | 7.2k | 148.43 |
| 2022-03-31 | $1.4M | 7.9k | 180.13 |
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