Triad Financial Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 5,786 shares of IJR stock, worth $676,094. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,786

Previous 5,786 -0.0%

Holding current value

$676,094

Previous $576,000 5.38%

% of portfolio

0.2%

Previous 0.24%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2023 May 05, 2023	SELL	$92.27 - $107.68 $4,244 - $4,953	-46 Reduced 0.79%	5,786 $559,000
Q4 2022 Feb 14, 2023	BUY	$89.09 - $102.13 $4,098 - $4,697	46 Added 0.8%	5,832 $551,000
Q3 2022 Nov 04, 2022	SELL	$87.04 - $106.5 $34,119 - $41,748	-392 Reduced 6.35%	5,786 $504,000
Q2 2022 Aug 11, 2022	SELL	$89.03 - $109.02 $10,861 - $13,300	-122 Reduced 1.94%	6,178 $571,000
Q4 2021 May 09, 2022	BUY	$108.26 - $120.32 $682,038 - $758,016	6,300 New	6,300 $721,000

Others Institutions Holding IJR

# of Institutions

2,881

Shares Held

537M

Call Options Held

490K

Put Options Held

336K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

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Triad Financial Advisors, Inc. Ishares Core S&P Sm Cap ETF Transaction History