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
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All positions including Ishares Tr held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
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Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
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 | 46.56 |
2022-06-30 | $1.6M | 31k | 52.16 |
2022-03-31 | $1.9M | 31k | 61.01 |