Ishares Tr s^p aggr all shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Ishares Tr s^p aggr all (AOA) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Ishares Tr s^p aggr all
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Quarterly reported holdings in Ishares Tr s^p aggr all by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $596k | 7.1k | 83.40 |
| 2025-03-31 | $367k | 4.8k | 76.50 |
| 2024-12-31 | $367k | 4.8k | 76.61 |
| 2024-09-30 | $1.0M | 13k | 78.91 |
| 2024-06-30 | $1.1M | 15k | 74.78 |
| 2024-03-31 | $1.1M | 15k | 73.46 |
| 2023-12-31 | $944k | 14k | 69.05 |
| 2023-09-30 | $606k | 9.5k | 63.49 |
| 2023-06-30 | $644k | 9.7k | 66.34 |
| 2023-03-31 | $588k | 9.3k | 63.59 |
| 2022-12-31 | $575k | 9.6k | 59.75 |
| 2022-09-30 | $518k | 9.3k | 55.48 |
| 2022-06-30 | $537k | 9.0k | 59.85 |
| 2022-03-31 | $599k | 8.7k | 68.92 |