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
Download as csv Download as ExcelQuarterly 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 |
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