Valeo Financial Advisors, LLC Ishares Core S&P Mid Cap ETF Transaction History
Valeo Financial Advisors, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Core S&P Mid Cap ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 3,139,386 shares of IJH stock, worth $184 Million. This represents 4.93% of its overall portfolio holdings.
Number of Shares
3,139,386
Previous 2,856,521
9.9%
Holding current value
$184 Million
Previous $178 Million
9.88%
% of portfolio
4.93%
Previous 4.67%
Shares
31 transactions
Others Institutions Holding IJH
# of Institutions
2,653Shares Held
1.14BCall Options Held
773KPut Options Held
70.2K-
Northwestern Mutual Wealth Management CO111MShares$6.49 Billion5.85% of portfolio
-
Bank Of America Corp Charlotte, NC67.8MShares$3.97 Billion0.36% of portfolio
-
Wells Fargo & Company San Francisco, CA51.2MShares$3 Billion0.74% of portfolio
-
Lpl Financial LLC Fort Mill, SC42.6MShares$2.49 Billion1.12% of portfolio
-
Jpmorgan Chase & CO New York, NY39MShares$2.28 Billion0.2% of portfolio