Ishares Tr usa min vo shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Ishares Tr usa min vo (USMV) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Ishares Tr usa min vo
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Quarterly reported holdings in Ishares Tr usa min vo by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $29M | 315k | 91.31 |
| 2024-06-30 | $27M | 317k | 83.96 |
| 2024-03-31 | $27M | 328k | 83.58 |
| 2023-12-31 | $28M | 363k | 78.03 |
| 2023-09-30 | $34M | 470k | 72.63 |
| 2023-06-30 | $34M | 452k | 74.33 |
| 2023-03-31 | $33M | 446k | 72.74 |
| 2022-12-31 | $30M | 422k | 72.10 |
| 2022-09-30 | $33M | 493k | 66.10 |
| 2022-06-30 | $26M | 376k | 70.21 |
| 2022-03-31 | $27M | 350k | 77.56 |