iShares S&P 500 Index shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares S&P 500 Index (IVV) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares S&P 500 Index
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All positions including iShares S&P 500 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 Index by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $254M | 531k | 477.63 |
| 2023-09-30 | $206M | 477k | 431.21 |
| 2023-06-30 | $196M | 439k | 445.71 |
| 2023-03-31 | $165M | 402k | 411.08 |
| 2022-12-31 | $151M | 392k | 384.21 |
| 2022-09-30 | $137M | 381k | 358.65 |
| 2022-06-30 | $114M | 301k | 379.13 |
| 2022-03-31 | $149M | 329k | 453.69 |