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 $462,150. This represents 0.13% of its overall portfolio holdings.

Number of Shares

5,073

Previous 5,005 1.36%

Holding current value

$462,150

Previous $365,000 3.84%

% of portfolio

0.13%

Previous 0.15%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

1,408

Shares Held

340M

Call Options Held

130K

Put Options Held

26.6K

View Full List

About ISHARES RUSSELL MID-CAP ETF

Ticker IWR
Sector ETFs
Industry ETFs

More about IWR

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