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Ishares Tr shares owned by Atomi Financial Group

Quarter-by-quarter ownership of Ishares Tr (LRGF) shares owned by Atomi Financial Group from 13F filings

Historical chart of Atomi Financial Group investment in Ishares Tr

Tip: Access up to 7 years of quarterly data

All positions including Ishares Tr held by Atomi Financial Group consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Ishares Tr by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2024-09-30 $28M 483k 58.77
2024-06-30 $18M 315k 55.69
2024-03-31 $9.6M 179k 53.81

More positions owned by Atomi Financial Group

Apple (AAPL)
Coinbase Global Com Cl A (COIN)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Tax-managed Fds Van Ftse Dev Mkt (VEA)
Ishares Tr Intl Eqty Factor (INTF)
Meta Platforms Cl A (META)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Ishares Tr U S Equity Factr (LRGF)
Microsoft Corporation (MSFT)
NVIDIA Corporation (NVDA)
Vanguard Index Fds Small Cp Etf (VB)
Ishares Tr Core Us Aggbd Et (AGG)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Intl Equity Index F Ftse Emr Mkt Etf (VWO)

View all positions for Atomi Financial Group

Top funds holding Ishares Tr

Alan Leist III
Halbert Hargrove Global Advisors
SigFig Wealth Management
Tolleson Wealth Management
Wells Fargo & Company
Ullmann Financial
Plan
Bsc Private Wealth Management
Integrated Wealth Concepts
Jpmorgan Chase & Co
Cardinal Point Capital Management, ULC
Morgan Stanley
Affinity Wealth Management
Colony
Phillips Financial Management

View all funds holding Ishares Tr