Triad Wealth Partners, LLC Ishares Russell Mid Cap ETF Transaction History
Triad Wealth Partners, LLC
- $775 Billion
- Q3 2025
A detailed history of Triad Wealth Partners, LLC transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Triad Wealth Partners, LLC holds 6,825 shares of IWR stock, worth $645,781. This represents 0.08% of its overall portfolio holdings.
Number of Shares
6,825
Previous 6,702
1.84%
Holding current value
$645,781
Previous $616 Million
6.9%
% of portfolio
0.08%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding IWR
# of Institutions
1,641Shares Held
391MCall Options Held
208KPut Options Held
28.7K-
Jones Financial Companies Lllp75.3MShares$7.13 Billion4.99% of portfolio
-
Bank Of America Corp Charlotte, NC62.4MShares$5.91 Billion0.42% of portfolio
-
Wells Fargo & Company San Francisco, CA40.2MShares$3.81 Billion0.77% of portfolio
-
Us Bancorp \De\13.6MShares$1.29 Billion1.59% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA12.7MShares$1.21 Billion0.76% of portfolio