Triad Financial Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History

Triad Financial Advisors, Inc.

$267 Million
Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Ishares Tr Russell 1000 ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 4,076 shares of IWB stock, worth $1.5 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares

4,076

Previous 4,094 0.44%

Holding current value

$1.5 Million

Previous $997,000 4.01%

% of portfolio

0.36%

Previous 0.42%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 02, 2023	SELL	$234.05 - $252.17 $4,212 - $4,539	-18 Reduced 0.44%	4,076 $957,000
Q2 2023 Jul 31, 2023	SELL	$221.85 - $243.74 $1,331 - $1,462	-6 Reduced 0.15%	4,094 $997,000
Q1 2023 May 05, 2023	SELL	$208.78 - $230.55 $12,526 - $13,833	-60 Reduced 1.44%	4,100 $923,000
Q4 2022 Feb 14, 2023	SELL	$196.94 - $224.49 $13,194 - $15,040	-67 Reduced 1.59%	4,160 $875,000
Q3 2022 Nov 04, 2022	SELL	$197.33 - $237.63 $986 - $1,188	-5 Reduced 0.12%	4,227 $834,000

Q1 2022 May 09, 2022	SELL	$230.48 - $266.11 $12,676 - $14,636	-55 Reduced 1.28%	4,232 $1.06 Million
Q4 2021 May 09, 2022	BUY	$241.33 - $266.02 $1.03 Million - $1.14 Million	4,287 New	4,287 $1.13 Million

Others Institutions Holding IWB

# of Institutions

1,639

Shares Held

98.7M

Call Options Held

65.9K

Put Options Held

60.7K

View Full List

About ISHARES TR RUSSELL 1000 ETF

Ticker IWB
Sector ETFs
Industry ETFs

More about IWB

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triad Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Triad Financial Advisors, Inc. with notifications on news.

Account

Triad Financial Advisors, Inc. Ishares Tr Russell 1000 ETF Transaction History