Valeo Financial Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 1,723 shares of IJJ stock, worth $206,966. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,723
Holding current value
$206,966
% of portfolio
0.01%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$121.89 - $135.52 $210,016 - $233,500
1,723 New
1,723 $215,000
Q3 2022

Oct 31, 2022
SELL
$90.0 - $107.68 $7,200 - $8,614
-80 Reduced 1.52%
5,196 $468,000
Q2 2022

Aug 03, 2022
SELL
$91.51 - $110.2 $9,151 - $11,020
-100 Reduced 1.86%
5,276 $498,000
Q3 2021

Nov 02, 2021
BUY
$99.84 - $108.44 $154,752 - $168,082
1,550 Added 40.51%
5,376 $554,000
Q2 2021

Jul 22, 2021
BUY
$102.45 - $110.12 $307,350 - $330,360
3,000 Added 363.2%
3,826 $403,000
Q4 2020

Feb 11, 2021
BUY
$68.27 - $86.35 $28,195 - $35,662
413 Added 100.0%
826 $71,000
Q2 2020

Jul 20, 2020
SELL
$50.55 - $75.5 $2,426 - $3,624
-48 Reduced 10.41%
413 $55,000
Q1 2020

Apr 13, 2020
SELL
$46.62 - $86.52 $3,869 - $7,181
-83 Reduced 15.26%
461 $56,000
Q4 2019

Jan 24, 2020
BUY
$76.36 - $85.59 $3,054 - $3,423
40 Added 7.94%
544 $93,000
Q3 2019

Oct 15, 2019
SELL
$79.13 - $81.47 $1,740 - $1,792
-22 Reduced 4.18%
504 $81,000
Q1 2019

Apr 12, 2019
BUY
N/A
48 Added 10.04%
526 $83,000
Q4 2018

Jan 30, 2019
BUY
N/A
145 Added 43.54%
478 $66,000
Q3 2018

Nov 01, 2018
BUY
N/A
83 Added 33.2%
333 $51,000
Q2 2018

Aug 14, 2018
SELL
N/A
-13 Reduced 4.94%
250 $41,000
Q1 2018

Apr 12, 2018
SELL
N/A
-182 Reduced 40.9%
263 $41,000
Q4 2017

Feb 09, 2018
SELL
N/A
-366 Reduced 45.13%
445 $71,000
Q3 2017

Nov 14, 2017
BUY
N/A
811
811 $124,000

Others Institutions Holding IJJ

# of Institutions
889
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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  • Ticker IJJ
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