Triad Financial Advisors, Inc. Ishares Tr Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Ishares Tr stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 10,130 shares of GVI stock, worth $1.08 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

10,130

Previous 12,388 18.23%

Holding current value

$1.08 Million

Previous $1.27 Million 19.47%

% of portfolio

0.38%

Previous 0.53%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$101.01 - $103.51 $228,080 - $233,725	-2,258 Reduced 18.23%	10,130 $1.03 Million
Q2 2023 Jul 31, 2023	SELL	$102.83 - $105.23 $253,681 - $259,602	-2,467 Reduced 16.61%	12,388 $1.27 Million
Q1 2023 May 05, 2023	SELL	$101.58 - $105.07 $79,638 - $82,374	-784 Reduced 5.01%	14,855 $1.55 Million
Q4 2022 Feb 14, 2023	SELL	$100.23 - $103.85 $7,717 - $7,996	-77 Reduced 0.49%	15,639 $1.6 Million
Q3 2022 Nov 04, 2022	SELL	$101.17 - $107.13 $162,984 - $172,586	-1,611 Reduced 9.3%	15,716 $1.6 Million
Q2 2022 Aug 11, 2022	BUY	$103.39 - $108.19 $42,906 - $44,898	415 Added 2.45%	17,327 $1.83 Million
Q1 2022 May 09, 2022	SELL	$107.97 - $113.53 $7,557 - $7,947	-70 Reduced 0.41%	16,912 $1.84 Million
Q4 2021 May 09, 2022	BUY	$113.61 - $115.26 $1.93 Million - $1.96 Million	16,982 New	16,982 $1.93 Million

Others Institutions Holding GVI

# of Institutions

295

Shares Held

28.1M

Call Options Held

Put Options Held

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About ISHARES TR

Ticker GVI
Sector ETFs
Industry ETFs

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Triad Financial Advisors, Inc. Ishares Tr Transaction History