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
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 | $3.2M | 137k | 23.23 |
| 2025-03-31 | $3.1M | 135k | 23.22 |
| 2024-12-31 | $3.2M | 139k | 23.15 |
| 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 |