Valeo Financial Advisors, LLC Ishares Tr Transaction History

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 6,490 shares of IHF stock, worth $326,706. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,490

Previous 6,490 -0.0%

Holding current value

$326,706

Previous $370,000 15.95%

% of portfolio

0.01%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 19, 2024	BUY	$53.16 - $270.62 $276,006 - $1.41 Million	5,192 Added 400.0%	6,490 $353,000
Q1 2023 Apr 17, 2023	SELL	$241.82 - $268.07 $36,273 - $40,210	-150 Reduced 10.36%	1,298 $320,000
Q1 2022 Apr 28, 2022	BUY	$260.34 - $290.96 $39,050 - $43,644	150 Added 11.56%	1,448 $410,000
Q3 2020 Oct 28, 2020	SELL	$190.16 - $209.91 $14,452 - $15,953	-76 Reduced 5.53%	1,298 $262,000
Q2 2020 Jul 20, 2020	SELL	$153.14 - $206.37 $15,313 - $20,637	-100 Reduced 6.78%	1,374 $265,000
Q1 2020 Apr 13, 2020	BUY	$137.01 - $211.53 $10,412 - $16,076	76 Added 5.44%	1,474 $262,000
Q2 2019 Jul 10, 2019	BUY	$151.11 - $173.38 $15,111 - $17,338	100 Added 7.7%	1,398 $240,000
Q2 2018 Aug 14, 2018	BUY	$155.72 - $182.65 $202,124 - $237,079	1,298 New	1,298 $246,000

Others Institutions Holding IHF

# of Institutions

222

Shares Held

5.66M

Call Options Held

10.6K

Put Options Held

2.5K

View Full List

About ISHARES TR

Ticker IHF
Sector ETFs
Industry ETFs

More about IHF

Track This Portfolio

Portfolio Update

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

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.

Account

Valeo Financial Advisors, LLC Ishares Tr Transaction History