iShares Russell 1000 Index shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares Russell 1000 Index (IWB) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares Russell 1000 Index
Tip: Access up to 7 years of quarterly data
All positions including iShares Russell 1000 Index held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares Russell 1000 Index by Atria Wealth Solutions
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $8.1M | 31k | 262.25 |
2023-09-30 | $6.6M | 28k | 235.84 |
2023-06-30 | $6.1M | 25k | 243.73 |
2023-03-31 | $5.8M | 26k | 225.23 |
2022-12-31 | $6.6M | 31k | 210.52 |
2022-09-30 | $5.4M | 27k | 197.28 |
2022-06-30 | $5.1M | 25k | 207.86 |
2022-03-31 | $4.8M | 19k | 250.18 |