ISHARES TR

Ticker: ESGU CUSIP: 46435G425 Class: ESG AWR MSCI USA

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

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

Q4 2025
Shares 6,592 Value ($000) $982 Avg Close Range
Q3 2025
Shares 6,954 Value ($000) $1,012 Avg Close Range
Q2 2025
Shares 4,913 Value ($000) $665 Avg Close Range
Q1 2025
Shares 4,563 Value ($000) $556 Avg Close Range
Q4 2024
Shares 10,277 Value ($000) $1,324 Avg Close Range
Q3 2024
Shares 13,205 Value ($000) $1,666 Avg Close Range
Q2 2024
Shares 14,776 Value ($000) $1,763 Avg Close Range
Q1 2024
Shares 28,628 Value ($000) $3,291 Avg Close Range
Q4 2023
Shares 152,557 Value ($000) $16,006 Avg Close Range
Q3 2023
Shares 145,012 Value ($000) $13,618 Avg Close Range
Q2 2023
Shares 192,197 Value ($000) $18,731 Avg Close Range
Q1 2023
Shares 214,001 Value ($000) $19,356 Avg Close Range
Q4 2022
Shares 492,753 Value ($000) $41,761 Avg Close Range
Q3 2022
Shares 612,680 Value ($000) $48,653 Avg Close Range
Q2 2022
Shares 735,630 Value ($000) $61,719 Avg Close Range
Q1 2022
Shares 810,856 Value ($000) $82,180 Avg Close Range
Q4 2021
Shares 684,933 Value ($000) $73,904 Avg Close Range
Q3 2021
Shares 702,668 Value ($000) $69,185 Avg Close Range
Q2 2021
Shares 532,332 Value ($000) $52,419 Avg Close Range
Q1 2021
Shares 460,795 Value ($000) $41,872 Avg Close Range
Q4 2020
Shares 496,342 Value ($000) $42,700 Avg Close Range
Q3 2020
Shares 342,745 Value ($000) $26,121 Avg Close Range
Q2 2020
Shares 273,578 Value ($000) $19,148 Avg Close Range
Q1 2020
Shares 139,187 Value ($000) $8,002 Avg Close Range