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 $58.1 Million. This represents 14.17% of its overall portfolio holdings.
Number of Shares
552,859
Previous 558,917
1.08%
Holding current value
$58.1 Million
Previous $39.4 Million
3.98%
% of portfolio
14.17%
Previous 16.5%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
2,027Shares Held
427MCall Options Held
203KPut Options Held
136K-
Envestnet Asset Management Inc48.1MShares$5.05 Billion1.49% of portfolio
-
Jpmorgan Chase & CO New York, NY43.8MShares$4.6 Billion0.32% of portfolio
-
Morgan Stanley New York, NY32.9MShares$3.46 Billion0.22% of portfolio
-
Lpl Financial LLC Fort Mill, SC18.9MShares$1.99 Billion0.71% of portfolio
-
Bank Of America Corp Charlotte, NC18.8MShares$1.98 Billion0.14% of portfolio