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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

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Quarterly reported holdings in Ishares Tr by Atria Wealth Solutions

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