iShares S&P 500 Index shares owned by Atria Investments
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in iShares S&P 500 Index
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All positions including iShares S&P 500 Index held by Atria Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Index by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-09-30 | $148M | 221k | 669.30 |
| 2025-06-30 | $138M | 222k | 620.90 |
| 2025-03-31 | $146M | 259k | 561.90 |
| 2024-12-31 | $160M | 271k | 588.68 |
| 2024-09-30 | $159M | 275k | 576.82 |
| 2024-06-30 | $161M | 295k | 547.23 |
| 2024-03-31 | $184M | 350k | 525.73 |
| 2023-12-31 | $195M | 407k | 477.63 |
| 2023-09-30 | $162M | 378k | 429.43 |
| 2023-06-30 | $145M | 325k | 445.71 |
| 2023-03-31 | $126M | 306k | 411.08 |
| 2022-12-31 | $135M | 351k | 384.21 |
| 2022-09-30 | $124M | 346k | 358.65 |
| 2022-06-30 | $141M | 373k | 379.15 |
| 2022-03-31 | $156M | 345k | 453.69 |
| 2021-12-31 | $111M | 233k | 476.99 |
| 2021-09-30 | $85M | 196k | 430.82 |
| 2021-06-30 | $73M | 169k | 429.92 |
| 2021-03-31 | $62M | 155k | 397.82 |
| 2020-12-31 | $73M | 193k | 375.39 |
| 2020-09-30 | $58M | 173k | 336.06 |
| 2020-06-30 | $46M | 148k | 309.69 |
| 2019-12-31 | $46M | 142k | 323.24 |
| 2019-09-30 | $43M | 145k | 298.52 |
| 2019-06-30 | $46M | 158k | 289.75 |
| 2019-03-31 | $46M | 161k | 284.56 |
| 2018-12-31 | $34M | 134k | 251.61 |
| 2018-09-30 | $84M | 288k | 292.73 |
| 2018-06-30 | $64M | 235k | 273.05 |
| 2018-03-31 | $58M | 217k | 265.37 |
| 2017-12-31 | $54M | 201k | 268.85 |
| 2017-09-30 | $45M | 177k | 252.93 |
| 2017-06-30 | $38M | 157k | 243.41 |
| 2017-03-31 | $34M | 143k | 237.27 |
| 2016-12-31 | $26M | 117k | 224.99 |
| 2016-09-30 | $19M | 86k | 217.56 |
| 2016-06-30 | $20M | 94k | 212.56 |
| 2016-03-31 | $23M | 112k | 206.65 |
| 2015-12-31 | $25M | 128k | 192.83 |
| 2015-09-30 | $30k | 5.9k | 5.19 |
| 2015-06-30 | $17M | 80k | 207.22 |
| 2015-03-31 | $16M | 78k | 207.83 |
| 2014-12-31 | $18M | 87k | 206.88 |
| 2014-09-30 | $14M | 69k | 198.27 |
| 2014-06-30 | $13M | 67k | 196.99 |
| 2014-03-31 | $13M | 68k | 188.14 |
| 2013-12-31 | $13M | 69k | 185.65 |
| 2013-09-30 | $6.9M | 41k | 168.90 |
| 2013-06-30 | $13M | 79k | 160.89 |
| 2012-09-30 | $1.6M | 11k | 144.37 |
| 2012-06-30 | $2.0M | 15k | 136.78 |
| 2012-03-31 | $1.5M | 11k | 141.19 |