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 $52 Million. This represents 14.17% of its overall portfolio holdings.

Number of Shares

552,859

Previous 558,917 1.08%

Holding current value

$52 Million

Previous $39.4 Million 3.98%

% of portfolio

14.17%

Previous 16.5%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$68.05 - $72.66 $412,246 - $440,174	-6,058 Reduced 1.08%	552,859 $37.8 Million
Q2 2023 Jul 31, 2023	BUY	$63.21 - $70.48 $549,800 - $613,035	8,698 Added 1.58%	558,917 $39.4 Million
Q1 2023 May 05, 2023	BUY	$57.25 - $63.89 $1.57 Million - $1.75 Million	27,452 Added 5.25%	550,219 $35.2 Million
Q4 2022 Feb 14, 2023	BUY	$56.99 - $63.56 $3.23 Million - $3.6 Million	56,642 Added 12.15%	522,767 $30.6 Million
Q3 2022 Nov 04, 2022	BUY	$59.8 - $71.43 $3.08 Million - $3.68 Million	51,563 Added 12.44%	466,125 $27 Million

Q2 2022 Aug 11, 2022	BUY	$58.13 - $77.8 $9.07 Million - $12.1 Million	155,978 Added 60.32%	414,562 $25 Million
Q1 2022 May 09, 2022	BUY	$68.33 - $84.32 $12.5 Million - $15.4 Million	182,777 Added 241.11%	258,584 $19.8 Million
Q4 2021 May 09, 2022	BUY	$73.18 - $84.81 $5.55 Million - $6.43 Million	75,807 New	75,807 $6.34 Million

Others Institutions Holding IVW

# of Institutions

1,677

Shares Held

384M

Call Options Held

379K

Put Options Held

363K

View Full List

About ISHARES S&P 500 GROWTH ETF

Ticker IVW
Sector ETFs
Industry ETFs

More about IVW

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Triad Financial Advisors, Inc. Ishares S&P 500 Growth ETF Transaction History