Valeo Financial Advisors, LLC Ishares Tr Ibonds Dec 2026 Ter Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 Apr 17, 2023	BUY	$23.14 - $23.86 $846,484 - $872,822	36,581 New	36,581 $868,000

Others Institutions Holding IBDR

# of Institutions

373

Shares Held

89.1M

Call Options Held

0

Put Options Held

0

Bank Of America Corp Charlotte, NC

7.84M
Shares

$186 Million
0.02% of portfolio
Ameriprise Financial Inc Minneapolis, MN

5.33M
Shares

$127 Million
0.03% of portfolio
Morgan Stanley New York, NY

3.59M
Shares

$85.2 Million
0.01% of portfolio
Wells Fargo & Company San Francisco, CA

3.02M
Shares

$71.7 Million
0.02% of portfolio
Envestnet Asset Management Inc

2.16M
Shares

$51.3 Million
0.02% of portfolio

About ISHARES TR IBONDS DEC 2026 TER

Ticker IBDR
Sector ETFs
Industry ETFs

More about IBDR

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Valeo Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valeo Financial Advisors, LLC with notifications on news.