Triad Financial Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

Triad Financial Advisors, Inc.

  • $267 Million
  • Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 5,073 shares of IWR stock, worth $454,033. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,073
Previous 5,005 1.36%
Holding current value
$454,033
Previous $365,000 3.84%
% of portfolio
0.13%
Previous 0.15%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
BUY
$68.54 - $75.91 $4,660 - $5,161
68 Added 1.36%
5,073 $351,000
Q2 2023

Jul 31, 2023
SELL
$67.49 - $73.03 $63,845 - $69,086
-946 Reduced 15.9%
5,005 $365,000
Q1 2023

May 05, 2023
SELL
$66.27 - $75.04 $4,108 - $4,652
-62 Reduced 1.03%
5,951 $416,000
Q4 2022

Feb 14, 2023
SELL
$62.09 - $71.89 $1,055 - $1,222
-17 Reduced 0.28%
6,013 $405,000
Q3 2022

Nov 04, 2022
SELL
$62.15 - $74.82 $559 - $673
-9 Reduced 0.15%
6,030 $375,000
Q1 2022

May 09, 2022
SELL
$72.29 - $82.89 $5,204 - $5,968
-72 Reduced 1.18%
6,039 $471,000
Q4 2021

May 09, 2022
BUY
$78.41 - $85.28 $479,163 - $521,146
6,111 New
6,111 $507,000

Others Institutions Holding IWR

# of Institutions
1,536
Shares Held
366M
Call Options Held
180K
Put Options Held
19.1K
View Full List

About ISHARES RUSSELL MID-CAP ETF

IWR Quotes by TradingView
  • Ticker IWR
  • Sector ETFs
  • Industry ETFs
More about IWR
Track This Portfolio

Track Triad Financial Advisors, Inc. Portfolio

Follow Triad Financial Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email