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 $409,289. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,073
Previous 5,005
1.36%
Holding current value
$409,289
Previous $365,000
3.84%
% of portfolio
0.13%
Previous 0.15%
Shares
7 transactions
Others Institutions Holding IWR
# of Institutions
1,340Shares Held
322MCall Options Held
186KPut Options Held
11.8K-
Bank Of America Corp Charlotte, NC58.5MShares$4.72 Billion0.47% of portfolio
-
Wells Fargo & Company San Francisco, CA34MShares$2.74 Billion0.7% of portfolio
-
Jones Financial Companies Lllp24.6MShares$1.99 Billion2.82% of portfolio
-
Us Bancorp \De\21.1MShares$1.7 Billion2.47% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA14MShares$1.13 Billion0.82% of portfolio