Valeo Financial Advisors, LLC Ishares Russell 3000 ETF Transaction History

Valeo Financial Advisors, LLC

  • $4.36 Billion
  • Q3 2025

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 14,417 shares of IWV stock, worth $5.49 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,417
Previous 14,414 0.02%
Holding current value
$5.49 Million
Previous $5.06 Million 7.99%
% of portfolio
0.13%
Previous 0.12%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 03, 2025
BUY
$351.04 - $379.81 $1,053 - $1,139
3 Added 0.02%
14,417 $5.46 Million
Q2 2025

Jul 22, 2025
BUY
$281.67 - $351.0 $27,603 - $34,398
98 Added 0.68%
14,414 $5.06 Million
Q4 2024

Jan 30, 2025
BUY
$323.08 - $349.08 $6,784 - $7,330
21 Added 0.15%
14,316 $4.79 Million
Q2 2024

Jul 10, 2024
SELL
$283.16 - $309.9 $70,790 - $77,475
-250 Reduced 1.72%
14,295 $4.41 Million
Q4 2023

Jan 29, 2024
BUY
$234.36 - $274.87 $47,340 - $55,523
202 Added 1.41%
14,545 $3.98 Million
Q3 2023

Oct 19, 2023
BUY
$243.9 - $263.56 $3.5 Million - $3.78 Million
14,343 New
14,343 $3.51 Million
Q2 2021

Jul 22, 2021
SELL
$240.32 - $256.01 $93,244 - $99,331
-388 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$191.94 - $223.55 $51,056 - $59,464
266 Added 218.03%
388 $87,000
Q3 2020

Oct 28, 2020
SELL
$180.98 - $208.68 $3,981 - $4,590
-22 Reduced 15.28%
122 $24,000
Q2 2020

Jul 20, 2020
SELL
$141.33 - $188.81 $2,826 - $3,776
-20 Reduced 12.2%
144 $26,000
Q1 2019

Apr 12, 2019
BUY
N/A
42 Added 34.43%
164 $27,000
Q3 2018

Nov 01, 2018
BUY
N/A
77 Added 171.11%
122 $19,000
Q3 2017

Nov 14, 2017
BUY
N/A
45
45 $7,000

Others Institutions Holding IWV

# of Institutions
945
Shares Held
26.8M
Call Options Held
22K
Put Options Held
5.3K
View Full List

About ISHARES RUSSELL 3000 ETF

IWV Quotes by TradingView
  • Ticker IWV
  • Sector ETFs
  • Industry ETFs
More about IWV
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