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iShares S&P Moderate Allocation Fund ETF shares owned by Atria Investments

Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in iShares S&P Moderate Allocation Fund ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P Moderate Allocation Fund ETF held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Atria Investments

Quarter filed Position value Share count Share price at filing
2025-09-30 $225k 4.7k 47.58
2025-06-30 $216k 4.7k 46.04
2024-12-31 $413k 9.5k 43.44
2024-09-30 $219k 4.9k 45.11
2024-06-30 $221k 5.1k 43.01
2022-06-30 $1.3M 34k 38.97
2019-06-30 $366k 4.2k 86.98

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Core Msci Emkt (IEMG)
Vanguard Index Fds Growth Etf (VUG)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Alphabet Cap Stk Cl A (GOOGL)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)

View all positions for Atria Investments

Top funds holding iShares S&P Moderate Allocation Fund ETF

BlackRock
LPL Financial
Foundations Investment Advisors
Weitzel Financial Services
Royal Bank of Canada
Ameriprise Financial
TCG Advisory Services
AJ Advisors
Wells Fargo & Company
Advisor Group Holdings
Cetera Investment Advisers
Cambridge Investment Research Advisors
Weaver Consulting Group
Investment Advisory Group
Commonwealth Equity Services

View all funds holding iShares S&P Moderate Allocation Fund ETF