iShares S&P Moderate Allocation Fund ETF shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares S&P Moderate Allocation Fund ETF (AOM) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares S&P Moderate Allocation Fund ETF
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Quarterly reported holdings in iShares S&P Moderate Allocation Fund ETF by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $681k | 15k | 46.04 |
| 2025-03-31 | $917k | 21k | 43.88 |
| 2024-12-31 | $951k | 22k | 43.44 |
| 2024-09-30 | $908k | 20k | 45.11 |
| 2024-06-30 | $788k | 18k | 43.01 |
| 2024-03-31 | $773k | 18k | 42.78 |
| 2023-12-31 | $773k | 19k | 41.51 |
| 2023-09-30 | $694k | 18k | 38.93 |
| 2023-06-30 | $515k | 13k | 40.41 |
| 2023-03-31 | $576k | 15k | 39.86 |
| 2022-12-31 | $571k | 15k | 38.01 |
| 2022-09-30 | $869k | 24k | 36.61 |
| 2022-06-30 | $502k | 13k | 39.00 |
| 2022-03-31 | $311k | 7.2k | 42.94 |
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