Valley Financial Group, Inc. Ishares Core S&P Sm Cap ETF Transaction History
Valley Financial Group, Inc.
- $165 Billion
- Q2 2025
A detailed history of Valley Financial Group, Inc. transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Valley Financial Group, Inc. holds 16,200 shares of IJR stock, worth $1.91 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
16,200
Previous 15,027
7.81%
Holding current value
$1.91 Million
Previous $1.57 Billion
12.67%
% of portfolio
1.07%
Previous 1.04%
Shares
7 transactions
Others Institutions Holding IJR
# of Institutions
2,849Shares Held
545MCall Options Held
554KPut Options Held
325K-
Northwestern Mutual Wealth Management CO41.3MShares$4.87 Billion3.33% of portfolio
-
Bank Of America Corp Charlotte, NC32MShares$3.77 Billion0.26% of portfolio
-
Morgan Stanley New York, NY18.1MShares$2.14 Billion0.13% of portfolio
-
Envestnet Asset Management Inc16.8MShares$1.98 Billion0.56% of portfolio
-
Wells Fargo & Company San Francisco, CA16.4MShares$1.94 Billion0.38% of portfolio