Ishares Tr shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Ishares Tr (DMXF) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csvQuarterly reported holdings in Ishares Tr by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $205k | 2.8k | 74.46 |
| 2025-03-31 | $1.9M | 28k | 67.34 |
| 2024-12-31 | $3.5M | 54k | 64.62 |
| 2024-09-30 | $3.6M | 50k | 72.04 |
| 2024-06-30 | $2.5M | 38k | 67.43 |
| 2024-03-31 | $2.6M | 38k | 68.13 |
| 2023-12-31 | $2.5M | 39k | 63.88 |
| 2023-09-30 | $2.2M | 38k | 57.09 |
| 2023-06-30 | $2.2M | 36k | 60.91 |
| 2023-03-31 | $2.0M | 34k | 59.59 |
| 2022-12-31 | $1.8M | 33k | 54.27 |
| 2022-09-30 | $1.4M | 31k | 46.58 |
| 2022-06-30 | $1.6M | 31k | 52.16 |
| 2022-03-31 | $1.9M | 31k | 61.01 |