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iShares Morningstar Large Growth shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of iShares Morningstar Large Growth (ILCG) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in iShares Morningstar Large Growth

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Large Growth 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 Morningstar Large Growth by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.5M 52k 67.82
2023-09-30 $1.6M 27k 59.71
2023-06-30 $2.6M 41k 62.34
2023-03-31 $2.1M 38k 55.36
2022-12-31 $1.1M 24k 48.68
2022-09-30 $1.3M 28k 48.22
2022-06-30 $677k 14k 50.18
2022-03-31 $1.5M 24k 64.98