Atria Wealth Solutions, Inc.
Position in ISCG — iShares Morningstar Small-Cap Growth ETF
CIK 1927543
NEW YORK, NY
All Filings in ISCG
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9 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2025-06-30 ISCG | $681,214 | 13,690 | Shares | Defined | 2025-07-25 | |
| 2025-03-31 ISCG | $298,996 | 6,637 | Shares | Defined | 2025-05-09 | |
| 2024-12-31 ISCG | $357,892 | 7,236 | Shares | Defined | 2025-01-31 | |
| 2024-06-30 ISCG | $3,298,391 | 72,524 | Shares | Defined | 2024-07-22 | |
| 2024-03-31 ISCG | $3,073,387 | 65,995 | Shares | Defined | 2024-05-13 | |
| 2023-12-31 ISCG | $2,789,028 | 63,387 | Shares | Defined | 2024-02-02 | |
| 2023-09-30 ISCG | $2,448,159 | 63,162 | Shares | Defined | 2023-11-08 | |
| 2023-06-30 ISCG | $2,520,419 | 60,865 | Shares | Defined | 2023-08-03 | |
| 2022-03-31 ISCG | $209,151 | 4,733 | Shares | Defined | 2022-05-16 | |
| No filing history on record for this holder in this stock. | ||||||