iShares S&P Conservative Allocatn Fd ETF shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares S&P Conservative Allocatn Fd ETF (AOK) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares S&P Conservative Allocatn Fd ETF
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Quarterly reported holdings in iShares S&P Conservative Allocatn Fd ETF by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $725k | 19k | 39.07 |
| 2025-03-31 | $1.1M | 30k | 37.63 |
| 2024-12-31 | $880k | 24k | 37.30 |
| 2024-09-30 | $1.0M | 27k | 38.66 |
| 2024-06-30 | $1.0M | 28k | 36.93 |
| 2024-03-31 | $1.2M | 32k | 36.83 |
| 2023-12-31 | $1.2M | 32k | 36.15 |
| 2023-09-30 | $1.2M | 36k | 33.96 |
| 2023-06-30 | $1.7M | 48k | 35.24 |
| 2023-03-31 | $1.9M | 54k | 34.96 |
| 2022-12-31 | $1.9M | 56k | 33.61 |
| 2022-09-30 | $2.2M | 68k | 32.55 |
| 2022-06-30 | $2.5M | 71k | 34.56 |
| 2022-03-31 | $994k | 26k | 37.62 |
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