iShares S&P 1500 Index Fund shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares S&P 1500 Index Fund (ITOT) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares S&P 1500 Index Fund
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Quarterly reported holdings in iShares S&P 1500 Index Fund by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $6.7M | 50k | 135.69 |
| 2025-03-31 | $17M | 135k | 122.01 |
| 2024-12-31 | $22M | 169k | 128.62 |
| 2024-09-30 | $22M | 174k | 125.62 |
| 2024-06-30 | $20M | 170k | 118.78 |
| 2024-03-31 | $21M | 182k | 115.30 |
| 2023-12-31 | $19M | 179k | 105.23 |
| 2023-09-30 | $15M | 154k | 94.59 |
| 2023-06-30 | $16M | 161k | 97.84 |
| 2023-03-31 | $14M | 150k | 90.55 |
| 2022-12-31 | $13M | 148k | 84.80 |
| 2022-09-30 | $12M | 149k | 79.54 |
| 2022-06-30 | $21M | 247k | 83.79 |
| 2022-03-31 | $17M | 171k | 100.96 |