Valeo Financial Advisors, LLC Ishares Tr Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 10,007 shares of IDV stock, worth $276,493. This represents 0.01% of its overall portfolio holdings.

Number of Shares
10,007
Previous 9,647 3.73%
Holding current value
$276,493
Previous $266,000 13.53%
% of portfolio
0.01%
Previous 0.01%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$27.62 - $30.64 $9,943 - $11,030
360 Added 3.73%
10,007 $302,000
Q2 2024

Jul 10, 2024
SELL
$26.94 - $30.1 $253,613 - $283,361
-9,414 Reduced 49.39%
9,647 $266,000
Q4 2023

Jan 29, 2024
BUY
$24.46 - $28.13 $2,446 - $2,813
100 Added 0.53%
19,061 $533,000
Q3 2023

Oct 19, 2023
BUY
$25.3 - $27.59 $178,769 - $194,950
7,066 Added 59.4%
18,961 $481,000
Q1 2023

Apr 17, 2023
BUY
$26.54 - $29.5 $315,693 - $350,902
11,895 New
11,895 $326,000
Q2 2021

Jul 22, 2021
SELL
$31.67 - $34.02 $100,932 - $108,421
-3,187 Closed
0 $0
Q1 2021

Apr 12, 2021
BUY
$29.53 - $32.13 $23,033 - $25,061
780 Added 32.41%
3,187 $100,000
Q4 2020

Feb 11, 2021
SELL
$24.08 - $29.73 $8,933 - $11,029
-371 Reduced 13.35%
2,407 $71,000
Q3 2020

Oct 28, 2020
BUY
$24.68 - $26.95 $24,680 - $26,950
1,000 Added 56.24%
2,778 $69,000
Q2 2020

Jul 20, 2020
SELL
$21.21 - $27.95 $12,301 - $16,211
-580 Reduced 24.6%
1,778 $45,000
Q1 2020

Apr 13, 2020
BUY
$19.58 - $34.05 $6,343 - $11,032
324 Added 15.93%
2,358 $55,000
Q4 2019

Jan 24, 2020
BUY
$29.79 - $33.61 $11,618 - $13,107
390 Added 23.72%
2,034 $68,000
Q3 2019

Oct 15, 2019
BUY
$30.41 - $31.26 $45,615 - $46,890
1,500 Added 1041.67%
1,644 $51,000
Q1 2018

Apr 12, 2018
SELL
N/A
-1,626 Reduced 91.86%
144 $5,000
Q3 2017

Nov 14, 2017
BUY
N/A
1,770
1,770 $60,000

Others Institutions Holding IDV

# of Institutions
479
Shares Held
76.4M
Call Options Held
92.6K
Put Options Held
28.2K
View Full List

About ISHARES TR

IDV Quotes by TradingView
  • Ticker IDV
  • Sector ETFs
  • Industry ETFs
More about IDV
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