Atria Investments »

iShares S&P SmallCap 600 Index shares owned by Atria Investments

Quarter-by-quarter ownership of iShares S&P SmallCap 600 Index (IJR) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in iShares S&P SmallCap 600 Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P SmallCap 600 Index 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 S&P SmallCap 600 Index by Atria Investments

Quarter filed Position value Share count Share price at filing
2023-12-31 $12M 106k 108.25
2023-09-30 $7.2M 77k 94.33
2023-06-30 $6.3M 63k 99.65
2023-03-31 $7.1M 73k 96.70
2022-12-31 $12M 129k 94.64
2022-09-30 $12M 143k 87.19
2022-06-30 $8.1M 88k 92.41
2022-03-31 $21M 197k 107.88
2021-12-31 $23M 203k 114.51
2021-09-30 $26M 238k 109.19
2021-06-30 $157M 1.4M 112.98
2021-03-31 $132M 1.2M 108.53
2020-12-31 $104M 1.1M 91.90
2020-09-30 $11M 153k 70.23
2020-06-30 $8.4M 123k 68.29
2019-12-31 $55M 658k 83.85
2019-09-30 $15M 193k 77.84
2019-06-30 $14M 183k 74.93
2019-03-31 $44M 574k 77.15
2018-12-31 $12M 176k 69.32
2018-09-30 $104M 1.2M 87.24
2018-06-30 $73M 873k 83.46
2018-03-31 $58M 753k 77.01
2017-12-31 $61M 792k 76.81
2017-09-30 $45M 605k 74.22
2017-06-30 $40M 572k 70.11
2017-03-31 $44M 633k 69.16
2016-12-31 $47M 340k 137.52
2016-09-30 $35M 282k 124.15
2016-06-30 $32M 272k 117.54
2016-03-31 $30M 262k 112.57
2015-12-31 $45M 442k 102.17
2015-09-30 $93k 9.9k 9.38
2015-06-30 $10M 87k 117.88
2015-03-31 $12M 100k 118.03
2014-12-31 $11M 94k 114.06
2014-09-30 $7.9M 75k 104.30
2014-06-30 $8.0M 72k 112.09
2014-03-31 $7.8M 70k 110.14
2013-12-31 $8.2M 75k 109.13
2013-09-30 $6.4M 64k 99.80
2013-06-30 $4.5M 50k 90.32
2012-09-30 $2.2M 28k 77.08
2012-06-30 $2.0M 28k 73.29
2012-03-31 $1.9M 26k 76.29

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 S&P SmallCap 600 Index

Bank of America Corporation
Wells Fargo & Company
Bank of New York Mellon
Goldman Sachs Group
UBS Group
Raymond James & Associates
First Command Advisory Services
Pnc Financial Services
Royal Bank of Canada
Us Bancorp
Branch Banking & Trust Company
Commonwealth Equity Services
Raymond James Financial Services Advisors
Baird Financial
Regions Bank

View all funds holding iShares S&P SmallCap 600 Index