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 $249,113. This represents 0.01% of its overall portfolio holdings.

Number of Shares
2,589
Previous 2,588 0.04%
Holding current value
$249,113
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
409
Shares Held
24.4M
Call Options Held
155K
Put Options Held
27.2K
View Full List

About ISHARES EXPANDED TECH SECTOR E

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