Triad Financial Advisors, Inc. Ishares Core S&P 500 ETF Transaction History

Triad Financial Advisors, Inc.

  • $267 Million
  • Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Ishares Core S&P 500 ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 1,471 shares of IVV stock, worth $993,381. This represents 0.24% of its overall portfolio holdings.

Number of Shares
1,471
Previous 1,572 6.42%
Holding current value
$993,381
Previous $700,000 9.86%
% of portfolio
0.24%
Previous 0.29%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Nov 02, 2023
SELL
$427.76 - $460.18 $43,203 - $46,478
-101 Reduced 6.42%
1,471 $631,000
Q1 2023

May 05, 2023
SELL
$381.13 - $418.66 $69,746 - $76,614
-183 Reduced 10.43%
1,572 $646,000
Q4 2022

Feb 14, 2023
BUY
$357.98 - $409.32 $190,087 - $217,348
531 Added 43.38%
1,755 $674,000
Q4 2021

May 09, 2022
BUY
$430.29 - $479.53 $526,674 - $586,944
1,224 New
1,224 $584,000

Others Institutions Holding IVV

# of Institutions
4,136
Shares Held
789M
Call Options Held
3.41M
Put Options Held
2.27M
View Full List

About ISHARES CORE S&P 500 ETF

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