Valley Financial Management, Inc. Ishares Barclays Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Valley Financial Management, Inc. holds 30,094 shares of IEF stock, worth $2.87 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
30,094
Previous 16,068
87.29%
Holding current value
$2.87 Million
Previous $1.59 Billion
82.53%
% of portfolio
1.5%
Previous 0.98%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,098Shares Held
294MCall Options Held
14.3MPut Options Held
8.92M-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa49.2MShares$4.69 Billion1.84% of portfolio
-
Jpmorgan Chase & CO New York, NY26.7MShares$2.55 Billion0.2% of portfolio
-
Wealthfront Advisers LLC15.6MShares$1.49 Billion1.2% of portfolio
-
Envestnet Asset Management Inc12.2MShares$1.16 Billion0.37% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.6MShares$1.11 Billion0.29% of portfolio