A detailed history of Valley Financial Management, Inc. transactions in Ishares Tr Ishares Core Msci P stock. As of the latest transaction made, Valley Financial Management, Inc. holds 114,348 shares of IPAC stock, worth $7.21 Million. This represents 3.4% of its overall portfolio holdings.

Number of Shares
114,348
Previous 94,924 20.46%
Holding current value
$7.21 Million
Previous $5.37 Billion 22.29%
% of portfolio
3.4%
Previous 3.32%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2023

Aug 14, 2023

BUY
$55.74 - $59.1 $1.08 Million - $1.15 Million
19,424 Added 20.46%
114,348 $6.57 Billion
Q1 2023

May 15, 2023

SELL
$53.22 - $58.36 $848,380 - $930,316
-15,941 Reduced 14.38%
94,924 $5.37 Billion
Q4 2022

Feb 14, 2023

BUY
$47.39 - $55.32 $5.25 Million - $6.13 Million
110,865 New
110,865 $5.95 Billion

Others Institutions Holding IPAC

About ISHARES TR ISHARES CORE MSCI P


  • Ticker IPAC
  • Sector ETFs
  • Industry ETFs
More about IPAC
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