iShares S&P 500 Growth Index shares owned by Atria Investments
Quarter-by-quarter ownership of iShares S&P 500 Growth Index (IVW) shares owned by Atria Investments
from 13F filings
Historical chart of Atria Investments investment in iShares S&P 500 Growth Index
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All positions including iShares S&P 500 Growth Index held by Atria Investments consolidated in one spreadsheet with up to 7 years of data
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Quarterly reported holdings in iShares S&P 500 Growth Index by Atria Investments
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-03-31 | $31M | 370k | 84.44 |
| 2023-12-31 | $19M | 251k | 75.10 |
| 2023-09-30 | $12M | 175k | 68.42 |
| 2023-06-30 | $3.7M | 53k | 70.48 |
| 2023-03-31 | $2.1M | 32k | 63.89 |
| 2022-12-31 | $6.4M | 109k | 58.50 |
| 2022-09-30 | $7.0M | 121k | 57.85 |
| 2022-06-30 | $5.6M | 93k | 60.35 |
| 2022-03-31 | $25M | 325k | 76.38 |
| 2021-12-31 | $19M | 230k | 83.67 |
| 2021-09-30 | $16M | 211k | 73.91 |
| 2021-06-30 | $14M | 197k | 72.73 |
| 2021-03-31 | $12M | 184k | 65.11 |
| 2020-12-31 | $12M | 187k | 63.82 |
| 2020-09-30 | $2.6M | 11k | 231.07 |
| 2020-06-30 | $2.8M | 14k | 207.49 |
| 2019-12-31 | $3.2M | 16k | 193.62 |
| 2019-09-30 | $2.9M | 16k | 180.00 |
| 2019-06-30 | $2.0M | 11k | 177.39 |
| 2019-03-31 | $2.1M | 12k | 172.36 |
| 2018-12-31 | $8.9M | 59k | 150.67 |
| 2018-09-30 | $21M | 118k | 177.17 |
| 2018-06-30 | $18M | 113k | 162.61 |
| 2018-03-31 | $22M | 139k | 155.07 |
| 2017-12-31 | $20M | 132k | 152.77 |
| 2017-09-30 | $20M | 142k | 143.42 |
| 2017-06-30 | $14M | 100k | 136.85 |
| 2017-03-31 | $12M | 93k | 131.52 |
| 2016-12-31 | $17M | 135k | 121.79 |
| 2016-09-30 | $7.3M | 60k | 121.65 |
| 2016-06-30 | $6.6M | 56k | 118.16 |
| 2016-03-31 | $6.4M | 55k | 115.88 |
| 2015-12-31 | $9.0M | 83k | 108.79 |
| 2015-09-30 | $61k | 6.6k | 9.28 |
| 2015-06-30 | $7.0M | 62k | 113.86 |
| 2015-03-31 | $6.2M | 55k | 113.95 |
| 2014-12-31 | $3.4M | 30k | 111.61 |
| 2014-09-30 | $2.7M | 25k | 106.83 |
| 2014-06-30 | $2.4M | 23k | 105.19 |
| 2013-12-31 | $718k | 7.3k | 98.69 |
| 2012-06-30 | $427k | 5.8k | 73.52 |
| 2012-03-31 | $470k | 6.2k | 75.24 |
| 2011-12-31 | $474k | 7.7k | 61.30 |