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iShares Morningstar Mid Core Index shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of iShares Morningstar Mid Core Index (IMCB) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in iShares Morningstar Mid Core Index

Tip: Access up to 7 years of quarterly data

All positions including iShares Morningstar Mid Core Index 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 Mid Core Index by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $3.8M 56k 67.13
2023-09-30 $3.4M 57k 59.93
2023-06-30 $3.6M 56k 63.29
2023-03-31 $3.3M 55k 60.64
2022-12-31 $3.2M 54k 58.67
2022-09-30 $2.9M 54k 53.87
2022-06-30 $2.8M 50k 56.36
2022-03-31 $755k 11k 67.35