Triad Financial Advisors, Inc. Ishares Core S&P 500 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 500 ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 1,471 shares of IVV stock, worth $872,788. This represents 0.24% of its overall portfolio holdings.
Number of Shares
1,471
Previous 1,572
6.42%
Holding current value
$872,788
Previous $700,000
9.86%
% of portfolio
0.24%
Previous 0.29%
Shares
4 transactions
Others Institutions Holding IVV
# of Institutions
3,448Shares Held
686MCall Options Held
1.45MPut Options Held
1.1M-
Black Rock Inc. New York, NY66.4MShares$39.4 Billion0.84% of portfolio
-
Envestnet Asset Management Inc34.6MShares$20.6 Billion6.62% of portfolio
-
Northwestern Mutual Wealth Management CO29.3MShares$17.4 Billion15.08% of portfolio
-
Bank Of America Corp Charlotte, NC25.2MShares$15 Billion1.23% of portfolio
-
Morgan Stanley New York, NY24.9MShares$14.8 Billion1.06% of portfolio