Ishares Tr shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Ishares Tr (IBHF) 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 | $3.3M | 141k | 23.41 |
2024-06-30 | $1.8M | 80k | 22.91 |
2023-09-30 | $414k | 18k | 22.53 |
2023-06-30 | $488k | 22k | 22.75 |
2023-03-31 | $507k | 22k | 22.80 |