Valeo Financial Advisors, LLC Ishares Expanded Tech Sector E Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Expanded Tech Sector E stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 2,589 shares of IGM stock, worth $260,090. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,589
Previous 2,588 0.04%
Holding current value
$260,090
Previous $244,000 1.64%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Oct 10, 2024
BUY
$84.03 - $98.62 $84 - $98
1 Added 0.04%
2,589 $248,000
Q1 2024

Apr 19, 2024
BUY
$84.27 - $516.87 $218,090 - $1.34 Million
2,588 New
2,588 $223,000
Q2 2021

Jul 22, 2021
SELL
$59.44 - $67.61 $6,538 - $7,437
-110 Closed
0 $0
Q1 2021

Apr 12, 2021
SELL
$56.89 - $63.23 $5,689 - $6,323
-100 Reduced 47.62%
110 $40,000
Q3 2020

Oct 28, 2020
SELL
$47.19 - $56.32 $4,719 - $5,632
-100 Reduced 32.26%
210 $65,000
Q1 2020

Apr 13, 2020
BUY
$31.48 - $45.08 $9,758 - $13,974
310 New
310 $70,000

Others Institutions Holding IGM

# of Institutions
420
Shares Held
25.7M
Call Options Held
51.1K
Put Options Held
36K
View Full List

About ISHARES EXPANDED TECH SECTOR E

IGM Quotes by TradingView
  • Ticker IGM
  • Sector ETFs
  • Industry ETFs
More about IGM
Track This Portfolio

Track Valeo Financial Advisors, LLC Portfolio

Follow Valeo Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email