Valeo Financial Advisors, LLC Ishares Tr Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 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 4,699 shares of IYF stock, worth $554,998. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,699
Previous 3,714 26.52%
Holding current value
$554,998
Previous $385,000 34.81%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 30, 2025
BUY
$102.7 - $119.05 $101,159 - $117,264
985 Added 26.52%
4,699 $519,000
Q3 2024

Oct 10, 2024
BUY
$93.83 - $105.05 $348,484 - $390,155
3,714 New
3,714 $385,000
Q1 2021

Apr 12, 2021
SELL
$65.2 - $76.35 $3,912 - $4,581
-60 Closed
0 $0
Q4 2020

Feb 11, 2021
SELL
$55.06 - $66.77 $24,391 - $29,579
-443 Reduced 88.07%
60 $4,000
Q3 2020

Oct 28, 2020
BUY
$54.05 - $60.26 $162 - $180
3 Added 0.6%
503 $57,000
Q2 2020

Jul 20, 2020
SELL
$45.62 - $62.0 $6,614 - $8,990
-145 Reduced 22.48%
500 $55,000
Q1 2020

Apr 13, 2020
BUY
$41.18 - $71.71 $5,971 - $10,397
145 Added 29.0%
645 $70,000
Q1 2019

Apr 12, 2019
BUY
N/A
500 New
500 $59,000

Others Institutions Holding IYF

# of Institutions
431
Shares Held
18.3M
Call Options Held
19.7K
Put Options Held
3.9K
View Full List

About ISHARES TR

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