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 $56.8 Million. This represents 14.17% of its overall portfolio holdings.
Number of Shares
552,859
Previous 558,917
1.08%
Holding current value
$56.8 Million
Previous $39.4 Million
3.98%
% of portfolio
14.17%
Previous 16.5%
Shares
8 transactions
Others Institutions Holding IVW
# of Institutions
1,824Shares Held
417MCall Options Held
355KPut Options Held
454K-
Envestnet Asset Management Inc46.5MShares$4.78 Billion1.47% of portfolio
-
Jpmorgan Chase & CO New York, NY44.1MShares$4.53 Billion0.35% of portfolio
-
Morgan Stanley New York, NY33.3MShares$3.43 Billion0.24% of portfolio
-
Bank Of America Corp Charlotte, NC18.6MShares$1.91 Billion0.15% of portfolio
-
Lpl Financial LLC Fort Mill, SC15.7MShares$1.61 Billion0.69% of portfolio