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Ishares Tr rus200 val idx shares owned by Atria Investments

Quarter-by-quarter ownership of Ishares Tr rus200 val idx (IWX) shares owned by Atria Investments from 13F filings

Historical chart of Atria Investments investment in Ishares Tr rus200 val idx

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr rus200 val idx held by Atria Investments consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr rus200 val idx by Atria Investments

Quarter filed Position value Share count Share price at filing
2024-09-30 $643k 7.9k 81.27
2024-03-31 $1.7M 22k 76.32
2023-12-31 $1.9M 27k 70.17
2023-09-30 $1.1M 17k 65.37

More positions owned by Atria Investments

Microsoft Corporation (MSFT)
Ishares Tr Core S&p500 Etf (IVV)
Unified Ser Tr Oneascent Core P (OACP)
NVIDIA Corporation (NVDA)
Amazon (AMZN)
Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Unified Ser Tr Oneascent Intl (OAIM)
Vanguard Index Fds Value Etf (VTV)
Vanguard Index Fds Growth Etf (VUG)
Meta Platforms Cl A (META)
Ishares Tr Core Total Usd (IUSB)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Unified Ser Tr Oneascent Large (OALC)

View all positions for Atria Investments

Top funds holding Ishares Tr rus200 val idx

Tiaa Trust, National Association
Envestnet Portfolio Solutions
First Citizens Bank & Trust
Envestnet Asset Management
AE Wealth Management
Pegasus Partners
Orion Portfolio Solutions
First Citizens Asset Management
LPL Financial
Branch Banking & Trust Company
Bryn Mawr Trust
Principal Securities
Sterling Capital Management
Compton Wealth Advisory Group
Bp Wealth Management

View all funds holding Ishares Tr rus200 val idx