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 $681,532. This represents 0.2% of its overall portfolio holdings.

Number of Shares

5,786

Previous 5,786 -0.0%

Holding current value

$681,532

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

2,839

Shares Held

545M

Call Options Held

554K

Put Options Held

325K

View Full List

About ISHARES CORE S&P SM CAP ETF

Ticker IJR
Sector ETFs
Industry ETFs

More about IJR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.

Account

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