Ishares Tr fund shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Ishares Tr fund (BGRN) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Ishares Tr fund
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr fund held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr fund by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-12-31 | $613k | 13k | 46.62 |
| 2024-09-30 | $658k | 14k | 48.34 |
| 2024-06-30 | $627k | 14k | 46.54 |
| 2024-03-31 | $597k | 13k | 46.89 |
| 2023-12-31 | $596k | 13k | 47.23 |
| 2023-09-30 | $586k | 13k | 45.13 |
| 2023-06-30 | $772k | 17k | 46.54 |