Valeo Financial Advisors, LLC Ishares S&P Midcap 400 Value E Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares S&P Midcap 400 Value E stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 1,723 shares of IJJ stock, worth $205,364. This represents 0.01% of its overall portfolio holdings.

Number of Shares
1,723
Holding current value
$205,364
% of portfolio
0.01%

Shares

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

Jan 30, 2025
BUY
$121.89 - $135.52 $210,016 - $233,500
1,723 New
1,723 $215,000
Q3 2022

Oct 31, 2022
SELL
$90.0 - $107.68 $7,200 - $8,614
-80 Reduced 1.52%
5,196 $468,000
Q2 2022

Aug 03, 2022
SELL
$91.51 - $110.2 $9,151 - $11,020
-100 Reduced 1.86%
5,276 $498,000
Q3 2021

Nov 02, 2021
BUY
$99.84 - $108.44 $154,752 - $168,082
1,550 Added 40.51%
5,376 $554,000
Q2 2021

Jul 22, 2021
BUY
$102.45 - $110.12 $307,350 - $330,360
3,000 Added 363.2%
3,826 $403,000
Q4 2020

Feb 11, 2021
BUY
$68.27 - $86.35 $28,195 - $35,662
413 Added 100.0%
826 $71,000
Q2 2020

Jul 20, 2020
SELL
$50.55 - $75.5 $2,426 - $3,624
-48 Reduced 10.41%
413 $55,000
Q1 2020

Apr 13, 2020
SELL
$46.62 - $86.52 $3,869 - $7,181
-83 Reduced 15.26%
461 $56,000
Q4 2019

Jan 24, 2020
BUY
$76.36 - $85.59 $3,054 - $3,423
40 Added 7.94%
544 $93,000
Q3 2019

Oct 15, 2019
SELL
$79.13 - $81.47 $1,740 - $1,792
-22 Reduced 4.18%
504 $81,000
Q1 2019

Apr 12, 2019
BUY
N/A
48 Added 10.04%
526 $83,000
Q4 2018

Jan 30, 2019
BUY
N/A
145 Added 43.54%
478 $66,000
Q3 2018

Nov 01, 2018
BUY
N/A
83 Added 33.2%
333 $51,000
Q2 2018

Aug 14, 2018
SELL
N/A
-13 Reduced 4.94%
250 $41,000
Q1 2018

Apr 12, 2018
SELL
N/A
-182 Reduced 40.9%
263 $41,000
Q4 2017

Feb 09, 2018
SELL
N/A
-366 Reduced 45.13%
445 $71,000
Q3 2017

Nov 14, 2017
BUY
N/A
811
811 $124,000

Others Institutions Holding IJJ

# of Institutions
893
Shares Held
43M
Call Options Held
1.8K
Put Options Held
0
View Full List

About ISHARES S&P MIDCAP 400 VALUE E

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