Triad Wealth Partners, LLC Ishares S&P 500 Value ETF Transaction History

Triad Wealth Partners, LLC

  • $188 Billion
  • Q3 2024

A detailed history of Triad Wealth Partners, LLC transactions in Ishares S&P 500 Value ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 20,411 shares of IVE stock, worth $4.09 Million. This represents 2.14% of its overall portfolio holdings.

Number of Shares
20,411
Previous 4 510175.0%
Holding current value
$4.09 Million
Previous $728,000 552720.33%
% of portfolio
2.14%
Previous 0.0%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 21, 2024
BUY
$181.06 - $197.17 $3.69 Million - $4.02 Million
20,407 Added 510175.0%
20,411 $4.02 Billion
Q2 2024

Jul 18, 2024
BUY
$176.58 - $186.7 $706 - $746
4 New
4 $728,000

Others Institutions Holding IVE

# of Institutions
1,489
Shares Held
141M
Call Options Held
105K
Put Options Held
10.8K
View Full List

About ISHARES S&P 500 VALUE ETF

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

Track Triad Wealth Partners, LLC Portfolio

Follow Triad Wealth Partners, LLC 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 Wealth Partners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Triad Wealth Partners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email