Triad Financial Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History
Triad Financial Advisors, Inc.
- $267 Million
- Q3 2023
A detailed history of Triad Financial Advisors, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 4,076 shares of IWB stock, worth $1.22 Million. This represents 0.36% of its overall portfolio holdings.
Number of Shares
4,076
Previous 4,094
0.44%
Holding current value
$1.22 Million
Previous $997,000
4.01%
% of portfolio
0.36%
Previous 0.42%
Shares
7 transactions
Others Institutions Holding IWB
# of Institutions
1,294Shares Held
95.6MCall Options Held
61.3KPut Options Held
158K-
Jones Financial Companies Lllp8.56MShares$2.57 Billion3.36% of portfolio
-
Envestnet Asset Management Inc4.81MShares$1.44 Billion0.53% of portfolio
-
Black Rock Inc. New York, NY4.42MShares$1.33 Billion0.03% of portfolio
-
Bank Of America Corp Charlotte, NC3.6MShares$1.08 Billion0.1% of portfolio
-
M&T Bank Corp3.21MShares$963 Million3.23% of portfolio