Valley Financial Management, Inc. Ishares Tr Ishares Core Msci P Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
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 $8.56 Million. This represents 3.4% of its overall portfolio holdings.
Number of Shares
114,348
Previous 94,924
20.46%
Holding current value
$8.56 Million
Previous $5.37 Billion
22.29%
% of portfolio
3.4%
Previous 3.32%
Shares
3 transactions
Others Institutions Holding IPAC
# of Institutions
182Shares Held
19.1MCall Options Held
0Put Options Held
0-
Ronald Blue Trust, Inc. Brentwood, TN6.82MShares$511 Million5.75% of portfolio
-
Jpmorgan Chase & CO New York, NY2.02MShares$151 Million0.01% of portfolio
-
Assetmark, Inc962KShares$72 Million0.15% of portfolio
-
Charles Schwab Investment Management Inc San Francisco, CA943KShares$70.7 Million0.01% of portfolio
-
Morgan Stanley New York, NY912KShares$68.3 Million0.0% of portfolio