Triad Wealth Partners, LLC Ishares Russell 1000 Val ETF Transaction History

Triad Wealth Partners, LLC

$188 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$169.4 - $179.05 $24,563 - $25,962	145 New	145 $25.3 Million

Others Institutions Holding IWD

# of Institutions

1,675

Shares Held

257M

Call Options Held

229K

Put Options Held

19.7K

Bank Of America Corp Charlotte, NC

50.2M
Shares

$9.78 Billion
0.78% of portfolio
Morgan Stanley New York, NY

32.6M
Shares

$6.35 Billion
0.45% of portfolio
Goldman Sachs Group Inc New York, NY

15.8M
Shares

$3.08 Billion
0.48% of portfolio
Financial Engines Advisors L.L.C. Santa Clara, CA

9.7M
Shares

$1.89 Billion
3.77% of portfolio
Jpmorgan Chase & CO New York, NY

9.02M
Shares

$1.76 Billion
0.14% of portfolio

About ISHARES RUSSELL 1000 VAL ETF

Ticker IWD
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.