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 $670,192. This represents 0.2% of its overall portfolio holdings.

Number of Shares
5,786
Previous 5,786 -0.0%
Holding current value
$670,192
Previous $576,000 5.38%
% of portfolio
0.2%
Previous 0.24%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES CORE S&P SM CAP ETF


  • Ticker IJR
  • Sector ETFs
  • Industry ETFs
More about IJR
Track This Portfolio

Track Triad Financial Advisors, Inc. Portfolio

Follow Triad Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

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.