Triad Financial Advisors, Inc. Ishares Russell Mid Cap ETF Transaction History

Triad Financial Advisors, Inc.

  • $267 Million
  • Q3 2023

A detailed history of Triad Financial Advisors, Inc. transactions in Ishares Russell Mid Cap ETF stock. As of the latest transaction made, Triad Financial Advisors, Inc. holds 5,073 shares of IWR stock, worth $480,007. This represents 0.13% of its overall portfolio holdings.

Number of Shares
5,073
Previous 5,005 1.36%
Holding current value
$480,007
Previous $365,000 3.84%
% of portfolio
0.13%
Previous 0.15%

Shares

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

Nov 02, 2023
BUY
$68.54 - $75.91 $4,660 - $5,161
68 Added 1.36%
5,073 $351,000
Q2 2023

Jul 31, 2023
SELL
$67.49 - $73.03 $63,845 - $69,086
-946 Reduced 15.9%
5,005 $365,000
Q1 2023

May 05, 2023
SELL
$66.27 - $75.04 $4,108 - $4,652
-62 Reduced 1.03%
5,951 $416,000
Q4 2022

Feb 14, 2023
SELL
$62.09 - $71.89 $1,055 - $1,222
-17 Reduced 0.28%
6,013 $405,000
Q3 2022

Nov 04, 2022
SELL
$62.15 - $74.82 $559 - $673
-9 Reduced 0.15%
6,030 $375,000
Q1 2022

May 09, 2022
SELL
$72.29 - $82.89 $5,204 - $5,968
-72 Reduced 1.18%
6,039 $471,000
Q4 2021

May 09, 2022
BUY
$78.41 - $85.28 $479,163 - $521,146
6,111 New
6,111 $507,000

Others Institutions Holding IWR

# of Institutions
1,634
Shares Held
391M
Call Options Held
208K
Put Options Held
28.7K
View Full List

About ISHARES RUSSELL MID-CAP ETF

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