ISHARES TR

Ticker: IVW CUSIP: 464287309 Class: S&P 500 GRWT ETF

Atria Investments, Inc's Holding History (CIK: 0001535865)

Note: Option positions (PUT/CALL) are excluded.

Q4 2025
Shares 514,444 Value ($000) $63,410 Avg Close Range
Q3 2025
Shares 457,419 Value ($000) $55,220 Avg Close Range
Q2 2025
Shares 437,502 Value ($000) $48,169 Avg Close Range
Q1 2025
Shares 463,565 Value ($000) $43,033 Avg Close Range
Q4 2024
Shares 445,001 Value ($000) $45,181 Avg Close Range
Q3 2024
Shares 481,588 Value ($000) $46,112 Avg Close Range
Q2 2024
Shares 534,049 Value ($000) $49,421 Avg Close Range
Q1 2024
Shares 369,995 Value ($000) $31,242 Avg Close Range
Q4 2023
Shares 250,703 Value ($000) $18,828 Avg Close Range
Q3 2023
Shares 174,908 Value ($000) $11,967 Avg Close Range
Q2 2023
Shares 52,779 Value ($000) $3,720 Avg Close Range
Q1 2023
Shares 32,306 Value ($000) $2,064 Avg Close Range
Q4 2022
Shares 108,861 Value ($000) $6,368 Avg Close Range
Q3 2022
Shares 120,993 Value ($000) $6,999 Avg Close Range
Q2 2022
Shares 92,720 Value ($000) $5,596 Avg Close Range
Q1 2022
Shares 324,599 Value ($000) $24,793 Avg Close Range
Q4 2021
Shares 230,294 Value ($000) $19,269 Avg Close Range
Q3 2021
Shares 211,030 Value ($000) $15,597 Avg Close Range
Q2 2021
Shares 197,332 Value ($000) $14,352 Avg Close Range
Q1 2021
Shares 183,943 Value ($000) $11,977 Avg Close Range
Q4 2020
Shares 186,586 Value ($000) $11,908 Avg Close Range
Q3 2020
Shares 11,096 Value ($000) $2,564 Avg Close Range
Q2 2020
Shares 13,716 Value ($000) $2,846 Avg Close Range
Q4 2019
Shares 16,388 Value ($000) $3,173 Avg Close Range
Q3 2019
Shares 16,000 Value ($000) $2,880 Avg Close Range
Q2 2019
Shares 11,314 Value ($000) $2,007 Avg Close Range
Q1 2019
Shares 12,329 Value ($000) $2,125 Avg Close Range
Q4 2018
Shares 59,123 Value ($000) $8,908 Avg Close Range
Q3 2018
Shares 118,010 Value ($000) $20,908 Avg Close Range
Q2 2018
Shares 112,996 Value ($000) $18,374 Avg Close Range
Q1 2018
Shares 138,748 Value ($000) $21,516 Avg Close Range
Q4 2017
Shares 131,924 Value ($000) $20,154 Avg Close Range
Q3 2017
Shares 141,502 Value ($000) $20,294 Avg Close Range
Q2 2017
Shares 100,421 Value ($000) $13,743 Avg Close Range
Q1 2017
Shares 92,975 Value ($000) $12,228 Avg Close Range
Q4 2016
Shares 135,286 Value ($000) $16,476 Avg Close Range
Q3 2016
Shares 59,621 Value ($000) $7,253 Avg Close Range
Q2 2016
Shares 55,570 Value ($000) $6,566 Avg Close Range
Q1 2016
Shares 55,220 Value ($000) $6,399 Avg Close Range
Q4 2015
Shares 83,102 Value ($000) $9,041 Avg Close Range
Q3 2015
Shares 60,762 Value ($000) $6,550 Avg Close Range
Q2 2015
Shares 61,584 Value ($000) $7,012 Avg Close Range
Q1 2015
Shares 54,648 Value ($000) $6,227 Avg Close Range
Q4 2014
Shares 30,319 Value ($000) $3,384 Avg Close Range
Q3 2014
Shares 25,172 Value ($000) $2,689 Avg Close Range
Q2 2014
Shares 23,206 Value ($000) $2,441 Avg Close Range
Q4 2013
Shares 7,275 Value ($000) $718 Avg Close Range