Valeo Financial Advisors, LLC Ishares Global Industrials ETF Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	$116.87 - $123.89 $48,851 - $51,786	-418 Closed	0 $0
Q4 2019 Jan 24, 2020	BUY	$87.81 - $98.11 $36,704 - $41,009	418 New	418 $41,000

Others Institutions Holding EXI

# of Institutions

89

Shares Held

3.3M

Call Options Held

0

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.47M
Shares

$213 Million
0.09% of portfolio
Bank Of America Corp Charlotte, NC

488K
Shares

$70.7 Million
0.01% of portfolio
Black Rock Inc. New York, NY

444K
Shares

$64.3 Million
0.0% of portfolio
Richard Bernstein Advisors LLC

206K
Shares

$29.9 Million
0.65% of portfolio
Wharton Business Group, LLC Malvern, PA

84.7K
Shares

$12.3 Million
0.59% of portfolio

About ISHARES GLOBAL INDUSTRIALS ETF

Ticker EXI
Sector ETFs
Industry ETFs

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