Ishares Tr msci usavalfct shares owned by Atria Wealth Solutions
Quarter-by-quarter ownership of Ishares Tr msci usavalfct (VLUE) shares owned by Atria Wealth Solutions
from 13F filings
Historical chart of Atria Wealth Solutions investment in Ishares Tr msci usavalfct
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Quarterly reported holdings in Ishares Tr msci usavalfct by Atria Wealth Solutions
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2025-03-31 | $1.0M | 9.7k | 106.65 |
| 2024-12-31 | $1.1M | 11k | 105.61 |
| 2024-09-30 | $886k | 8.1k | 109.04 |
| 2024-06-30 | $745k | 7.2k | 103.46 |
| 2024-03-31 | $774k | 7.2k | 108.31 |
| 2023-12-31 | $1.3M | 13k | 101.16 |
| 2023-09-30 | $2.6M | 29k | 90.90 |
| 2023-06-30 | $3.9M | 41k | 93.79 |
| 2023-03-31 | $5.2M | 56k | 92.59 |
| 2022-12-31 | $11M | 116k | 91.14 |
| 2022-09-30 | $8.7M | 107k | 81.86 |
| 2022-06-30 | $9.9M | 109k | 90.55 |
| 2022-03-31 | $21M | 197k | 104.57 |