Ishares Tr shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Ishares Tr (MAXJ) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Ishares Tr
Tip: Access up to 7 years of quarterly data
All positions including Ishares Tr held by Atria Wealth Solutions consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Quarterly reported holdings in Ishares Tr by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-06-30 | $288k | 11k | 27.51 |
| 2025-03-31 | $270k | 11k | 25.79 |
| 2024-12-31 | $273k | 11k | 26.14 |
| 2024-09-30 | $272k | 11k | 25.99 |