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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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 |
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