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Ishares shares owned by Atomi Financial Group

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

Historical chart of Atomi Financial Group investment in Ishares

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All positions including Ishares 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 by Atomi Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $1.2M 45k 27.37
2025-06-30 $922k 52k 17.81
2025-03-31 $684k 46k 14.99

More positions owned by Atomi Financial Group

Apple Put Option (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)
Schwab Strategic Tr Us Lcap Gr Etf (SCHG)
Schwab Strategic Tr Us Lcap Va Etf (SCHV)
Robinhood Mkts Com Cl A (HOOD)
NVIDIA Corporation Call Option (NVDA)
Microsoft Corporation Put Option (MSFT)
Meta Platforms Cl A (META)
Ishares Tr U S Equity Factr (LRGF)
Alphabet Cap Stk Cl C (GOOG)
Vanguard Bd Index Fds Total Bnd Mrkt (BND)
Vanguard Index Fds S&p 500 Etf Shs (VOO)

View all positions for Atomi Financial Group

Top funds holding Ishares

Fielder Capital Group
180 Wealth Advisors
Morgan Stanley
LPL Financial
HighTower Advisors
Cetera Investment Advisers
Ubs Global Asset Management Americas
Wealthfront Advisers
Citadel Advisors
Turning Point Benefit Group
Capital Wealth Alliance
Walkner Condon Financial Advisors
Mml Investors Services
Atomi Financial Group
Intl Fcstone

View all funds holding Ishares