Triad Financial Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 552,859 shares of IVW stock, worth $66.2 Million. This represents 14.17% of its overall portfolio holdings.
Number of Shares
552,859
Previous 558,917
1.08%
Holding current value
$66.2 Million
Previous $39.4 Million
3.98%
% of portfolio
14.17%
Previous 16.5%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
2,101Shares Held
423MCall Options Held
246KPut Options Held
101K-
Envestnet Asset Management Inc45.4MShares$5.43 Billion1.53% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$5.25 Billion0.32% of portfolio
-
Morgan Stanley New York, NY34MShares$4.07 Billion0.25% of portfolio
-
Bank Of America Corp Charlotte, NC18.7MShares$2.24 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.6MShares$2.23 Billion0.72% of portfolio