ISHARES TR

Ticker: AOA CUSIP: 464289859 Class: CORE 80/20 AGGRE

Atlas Private Wealth Advisors's Holding History (CIK: 0001814234)

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

Q2 2025
Shares 4,006 Value ($000) $334 Avg Close Range
Q1 2025
Shares 4,011 Value ($000) $307 Avg Close Range
Q4 2024
Shares 4,857 Value ($000) $372 Avg Close Range
Q3 2024
Shares 4,322 Value ($000) $341 Avg Close Range
Q2 2024
Shares 3,873 Value ($000) $290 Avg Close Range
Q3 2023
Shares 3,508 Value ($000) $223 Avg Close Range
Q2 2023
Shares 3,833 Value ($000) $254 Avg Close Range
Q4 2022
Shares 27,377 Value ($000) $1,636 Avg Close Range
Q3 2021
Shares 2,317 Value ($000) $162 Avg Close Range
Q2 2021
Shares 2,607 Value ($000) $184 Avg Close Range
Q1 2021
Shares 2,090 Value ($000) $140 Avg Close Range
Q4 2020
Shares 1,959 Value ($000) $126 Avg Close Range
Q3 2020
Shares 1,954 Value ($000) $113 Avg Close Range
Q2 2020
Shares 1,853 Value ($000) $102 Avg Close Range