Valeo Financial Advisors, LLC Ishares Msci Eafe Min Vol Fact Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$73.48 - $77.31 $99,418 - $104,600	-1,353 Closed	0 $0
Q1 2021 Apr 12, 2021	SELL	$70.92 - $74.68 $15,744 - $16,578	-222 Reduced 14.1%	1,353 $99,000
Q4 2020 Feb 11, 2021	BUY	$65.49 - $73.81 $1,964 - $2,214	30 Added 1.94%	1,575 $116,000
Q3 2020 Oct 28, 2020	BUY	$66.21 - $69.64 $33,965 - $35,725	513 Added 49.71%	1,545 $105,000
Q2 2020 Jul 20, 2020	SELL	$59.53 - $68.92 $35,003 - $40,524	-588 Reduced 36.3%	1,032 $68,000
Q4 2019 Jan 24, 2020	BUY	$71.94 - $75.68 $8,992 - $9,460	125 Added 8.36%	1,620 $121,000
Q1 2019 Apr 12, 2019	SELL	$66.36 - $72.4 $6,636 - $7,240	-100 Reduced 6.27%	1,495 $108,000
Q4 2018 Jan 30, 2019	BUY	$65.01 - $72.73 $15,732 - $17,600	242 Added 17.89%	1,595 $106,000
Q3 2018 Nov 01, 2018	BUY	$70.42 - $73.23 $25,914 - $26,948	368 Added 37.36%	1,353 $92,000
Q1 2018 Apr 12, 2018	BUY	$70.61 - $76.47 $64,325 - $69,664	911 Added 1231.08%	985 $73,000
Q4 2017 Feb 09, 2018	BUY	$71.02 - $73.23 $5,255 - $5,419	74	74 $5,000

Others Institutions Holding EFAV

# of Institutions

509

Shares Held

54.9M

Call Options Held

0

Put Options Held

0

About ISHARES MSCI EAFE MIN VOL FACT

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