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

Triad Wealth Partners, LLC

  • $277 Billion
  • Q4 2024

A detailed history of Triad Wealth Partners, LLC transactions in Ishares S&P 500 Growth ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 154,767 shares of IVW stock, worth $16.2 Million. This represents 5.67% of its overall portfolio holdings.

Number of Shares
154,767
Previous 62,215 148.76%
Holding current value
$16.2 Million
Previous $5.96 Billion 163.78%
% of portfolio
5.67%
Previous 3.17%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 06, 2025
BUY
$94.43 - $105.47 $8.74 Million - $9.76 Million
92,552 Added 148.76%
154,767 $15.7 Billion
Q3 2024

Oct 21, 2024
BUY
$84.77 - $97.13 $5.22 Million - $5.98 Million
61,596 Added 9950.89%
62,215 $5.96 Billion
Q2 2024

Jul 18, 2024
BUY
$79.31 - $93.31 $49,092 - $57,758
619 New
619 $57.3 Million

Others Institutions Holding IVW

# of Institutions
1,930
Shares Held
420M
Call Options Held
352K
Put Options Held
483K
View Full List

About ISHARES S&P 500 GROWTH ETF

IVW Quotes by TradingView
  • Ticker IVW
  • Sector ETFs
  • Industry ETFs
More about IVW
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