Valeo Financial Advisors, LLC Ishares Expanded Tech Software Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Expanded Tech Software stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 6,979 shares of IGV stock, worth $649,814. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,979
Previous 6,850 1.88%
Holding current value
$649,814
Previous $612,000 14.05%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
$87.5 - $110.17 $11,287 - $14,211
129 Added 1.88%
6,979 $698,000
Q3 2024

Oct 10, 2024
SELL
$77.94 - $89.37 $1,948 - $2,234
-25 Reduced 0.36%
6,850 $612,000
Q1 2024

Apr 25, 2024
BUY
$83.56 - $442.01 $51,389 - $271,836
615 Added 9.82%
6,875 $586,000
Q1 2024

Apr 19, 2024
BUY
$83.56 - $442.01 $418,468 - $2.21 Million
5,008 Added 400.0%
6,260 $533,000
Q3 2023

Oct 19, 2023
BUY
$334.35 - $367.01 $137,083 - $150,474
410 Added 48.69%
1,252 $427,000
Q1 2023

Apr 17, 2023
BUY
$249.85 - $304.7 $210,373 - $256,557
842 New
842 $256,000
Q2 2021

Jul 22, 2021
SELL
$333.59 - $395.13 $39,030 - $46,230
-117 Closed
0 $0
Q1 2021

Apr 12, 2021
BUY
$326.82 - $385.88 $23,531 - $27,783
72 Added 160.0%
117 $40,000
Q4 2020

Feb 11, 2021
BUY
$302.67 - $365.08 $13,620 - $16,428
45 New
45 $16,000
Q1 2019

Apr 12, 2019
SELL
$167.19 - $214.66 $183,741 - $235,911
-1,099 Closed
0 $0
Q2 2018

Aug 14, 2018
BUY
$165.85 - $193.0 $182,269 - $212,107
1,099 New
1,099 $211,000

Others Institutions Holding IGV

# of Institutions
703
Shares Held
55.3M
Call Options Held
8.71M
Put Options Held
3.48M
View Full List

About ISHARES EXPANDED TECH-SOFTWARE

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