Valeo Financial Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
Valeo Financial Advisors, LLC
- $4.36 Billion
- Q3 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 32,432 shares of IWF stock, worth $15.3 Million. This represents 0.35% of its overall portfolio holdings.
Number of Shares
32,432
Previous 32,272
0.5%
Holding current value
$15.3 Million
Previous $13.7 Million
10.87%
% of portfolio
0.35%
Previous 0.32%
Shares
35 transactions
Others Institutions Holding IWF
# of Institutions
2,629Shares Held
205MCall Options Held
534KPut Options Held
288K-
Bank Of America Corp Charlotte, NC27.6MShares$13 Billion0.9% of portfolio
-
Morgan Stanley New York, NY27MShares$12.7 Billion0.8% of portfolio
-
Jpmorgan Chase & CO New York, NY7.43MShares$3.5 Billion0.23% of portfolio
-
Goldman Sachs Group Inc New York, NY7.3MShares$3.44 Billion0.44% of portfolio
-
Ubs Group Ag5.89MShares$2.77 Billion0.45% of portfolio