Atria Investments »

iShares Dow Jones US Insurance Index ETF shares owned by Atria Investments

Quarter-by-quarter ownership of iShares Dow Jones US Insurance Index ETF (IAK) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in iShares Dow Jones US Insurance Index ETF

Tip: Access up to 7 years of quarterly data

All positions including iShares Dow Jones US Insurance Index ETF held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in iShares Dow Jones US Insurance Index ETF by Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $1.0M 10k 100.12
2023-09-30 $1.3M 14k 91.65
2023-06-30 $1.3M 15k 87.89
2023-03-31 $1.3M 15k 85.62
2022-12-31 $1.2M 13k 91.41
2022-09-30 $1.1M 14k 79.12
2022-06-30 $1.0M 12k 82.93

More positions owned by Atria Investments

Ishares Tr Core S&p500 Etf (IVV)
Microsoft Corporation (MSFT)
Unified Ser Tr Oneascent Core P (OACP)
Apple (AAPL)
Amazon (AMZN)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Growth Etf (VUG)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
NVIDIA Corporation (NVDA)
Spdr Ser Tr Bloomberg 1-3 Mo (BIL)
Unified Ser Tr Oneascent Large (OALC)
Visa Com Cl A (V)

View all positions for Atria Investments

Top funds holding iShares Dow Jones US Insurance Index ETF

SPC Financial
Bank of America Corporation
Wells Fargo & Company
Advisor Group Holdings
Royal Bank of Canada
Stifel Financial
Cambridge Investment Research Advisors
MinichMacGregor Wealth Management
Advisory Services Network
Goldman Sachs Group
Legend Financial Advisors
UBS Group
Raymond James Financial Services Advisors
Fiduciary Planning
Cadent Capital Advisors

View all funds holding iShares Dow Jones US Insurance Index ETF