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iShares FTSE KLD 400 Social Idx shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of iShares FTSE KLD 400 Social Idx (DSI) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in iShares FTSE KLD 400 Social Idx

Tip: Access up to 7 years of quarterly data

All positions including iShares FTSE KLD 400 Social Idx held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares FTSE KLD 400 Social Idx by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $7.6M 83k 91.05
2023-09-30 $5.9M 73k 81.63
2023-06-30 $6.7M 79k 84.17
2023-03-31 $5.4M 69k 77.99
2022-12-31 $5.3M 73k 71.79
2022-09-30 $4.7M 70k 67.04
2022-06-30 $5.3M 74k 71.88
2022-03-31 $4.2M 48k 86.68

More positions owned by Atria Wealth Solutions

Apple Put Option (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
NVIDIA Corporation (NVDA)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Amazon (AMZN)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Index Fds Value Etf (VTV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Core Total Usd (IUSB)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Vanguard Specialized Funds Div App Etf (VIG)

View all positions for Atria Wealth Solutions

Top funds holding iShares FTSE KLD 400 Social Idx

Bank of America Corporation
Jpmorgan Chase & Co
Bank of New York Mellon
Envestnet Portfolio Solutions
Betterment
UBS Group
Advisor Group Holdings
Wells Fargo & Company
Goldman Sachs Group
HPM Partners
Mariner Wealth Advisors
Branch Banking & Trust Company
Commonwealth Equity Services
Park Avenue Securities
Dunhill Financial

View all funds holding iShares FTSE KLD 400 Social Idx