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iShares S&P 500 Value Index shares owned by Atria Wealth Solutions

Quarter-by-quarter ownership of iShares S&P 500 Value Index (IVE) shares owned by Atria Wealth Solutions from 13F filings

Historical chart of Atria Wealth Solutions investment in iShares S&P 500 Value Index

Tip: Access up to 7 years of quarterly data

All positions including iShares S&P 500 Value 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 S&P 500 Value Index by Atria Wealth Solutions

Quarter filed Position value Share count Share price at filing
2023-12-31 $13M 72k 173.89
2023-09-30 $11M 71k 154.32
2023-06-30 $11M 68k 161.20
2023-03-31 $11M 70k 151.76
2022-12-31 $13M 86k 145.07
2022-09-30 $12M 91k 128.52
2022-06-30 $15M 107k 137.46
2022-03-31 $13M 85k 155.72