Valeo Financial Advisors, LLC Ishares Tr Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 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 $319,113. This represents 0.01% of its overall portfolio holdings.

Number of Shares

6,490

Previous 6,490 -0.0%

Holding current value

$319,113

Previous $340,000 8.82%

% 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

218

Shares Held

6.19M

Call Options Held

5.1K

Put Options Held

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About ISHARES TR

Ticker IHF
Sector ETFs
Industry ETFs

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Valeo Financial Advisors, LLC Ishares Tr Transaction History