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

93

Shares Held

4.59M

Call Options Held

0

Put Options Held

0

Ken Fisher Fisher Asset Management, LLC | Camas, Wa

1.62M
Shares

$228 Million
0.1% of portfolio
Bank Of America Corp Charlotte, NC

1.19M
Shares

$169 Million
0.01% of portfolio
Richard Bernstein Advisors LLC

660K
Shares

$93.2 Million
2.12% of portfolio
Black Rock Inc. New York, NY

444K
Shares

$62.7 Million
0.0% of portfolio
Envestnet Asset Management Inc

89.6K
Shares

$12.6 Million
0.0% of portfolio

About ISHARES GLOBAL INDUSTRIALS ETF

Ticker EXI
Sector ETFs
Industry ETFs

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