Valley Financial Management, Inc. Ishares Barclays Transaction History
Valley Financial Management, Inc.
- $193 Billion
- Q2 2023
A detailed history of Valley Financial Management, Inc. transactions in Ishares Barclays stock. As of the latest transaction made, Valley Financial Management, Inc. holds 30,094 shares of IEF stock, worth $2.95 Million. This represents 1.5% of its overall portfolio holdings.
Number of Shares
30,094
Previous 16,068
87.29%
Holding current value
$2.95 Million
Previous $1.59 Billion
82.53%
% of portfolio
1.5%
Previous 0.98%
Shares
2 transactions
Others Institutions Holding IEF
# of Institutions
1,003Shares Held
238MCall Options Held
17.4MPut Options Held
14.1M-
Morgan Stanley New York, NY20.4MShares$2 Billion0.15% of portfolio
-
Ken Fisher Fisher Asset Management, LLC | Camas, Wa20.4MShares$1.99 Billion0.83% of portfolio
-
Jpmorgan Chase & CO New York, NY20.2MShares$1.98 Billion0.17% of portfolio
-
Envestnet Asset Management Inc12.9MShares$1.27 Billion0.43% of portfolio
-
Ameriprise Financial Inc Minneapolis, MN11.3MShares$1.11 Billion0.29% of portfolio