Triad Wealth Partners, LLC Ishares Tr Transaction History

Triad Wealth Partners, LLC

$191 Billion
Q2 2024

A detailed history of Triad Wealth Partners, LLC transactions in Ishares Tr stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 500 shares of IYH stock, worth $32,855. This represents 0.02% of its overall portfolio holdings.

Number of Shares

500

Holding current value

$32,855

% of portfolio

0.02%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 18, 2024	BUY	$58.05 - $61.75 $29,025 - $30,875	500 New	500 $30.6 Million

Others Institutions Holding IYH

# of Institutions

532

Shares Held

24M

Call Options Held

30K

Put Options Held

200

Morgan Stanley New York, NY

2.15M
Shares

$141 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

1.86M
Shares

$122 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

1.54M
Shares

$101 Million
0.05% of portfolio
Ubs Group Ag

1.48M
Shares

$97.4 Million
0.02% of portfolio
Royal Bank Of Canada Toronto, A6

1.29M
Shares

$85 Million
0.02% of portfolio

View Full List

About ISHARES TR

Ticker IYH
Sector ETFs
Industry ETFs

More about IYH

Track This Portfolio

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.

Account

Triad Wealth Partners, LLC Ishares Tr Transaction History