iShares S&P 100 Index shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of iShares S&P 100 Index (OEF) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in iShares S&P 100 Index
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All positions including iShares S&P 100 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 100 Index by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2023-12-31 | $13M | 59k | 223.39 |
| 2023-09-30 | $1.8M | 8.9k | 201.02 |
| 2023-06-30 | $1.6M | 7.9k | 207.11 |
| 2023-03-31 | $1.7M | 9.2k | 187.04 |
| 2022-12-31 | $1.9M | 11k | 170.57 |
| 2022-09-30 | $3.4M | 21k | 162.52 |
| 2022-06-30 | $2.8M | 16k | 172.45 |
| 2022-03-31 | $2.7M | 13k | 208.57 |