Valeo Financial Advisors, LLC Ishares S&P Midcap 400 Growth 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 Growth stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 4,514 shares of IJK stock, worth $402,061. This represents 0.01% of its overall portfolio holdings.

Number of Shares
4,514
Previous 3,575 26.27%
Holding current value
$402,061
Previous $328,000 25.0%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 30, 2025
BUY
$90.66 - $99.46 $85,129 - $93,392
939 Added 26.27%
4,514 $410,000
Q2 2024

Jul 10, 2024
SELL
$84.85 - $91.12 $7,636 - $8,200
-90 Reduced 2.46%
3,575 $314,000
Q1 2024

Apr 25, 2024
SELL
$76.81 - $91.25 $21,814 - $25,915
-284 Reduced 7.19%
3,665 $334,000
Q1 2024

Apr 19, 2024
BUY
$76.81 - $91.25 $26,269 - $31,207
342 Added 9.48%
3,949 $360,000
Q3 2023

Oct 19, 2023
BUY
$71.48 - $77.94 $257,828 - $281,129
3,607 New
3,607 $260,000
Q2 2021

Jul 22, 2021
SELL
$77.05 - $83.36 $69,961 - $75,690
-908 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
$60.53 - $72.82 $41,220 - $49,590
681 Added 300.0%
908 $66,000
Q3 2020

Oct 28, 2020
SELL
$55.44 - $62.69 $5,488 - $6,206
-99 Reduced 30.37%
227 $54,000
Q3 2019

Oct 15, 2019
SELL
$55.64 - $57.01 $723 - $741
-13 Reduced 3.83%
326 $73,000
Q1 2019

Apr 12, 2019
BUY
N/A
34 Added 11.15%
339 $74,000
Q4 2018

Jan 30, 2019
BUY
N/A
187 Added 158.47%
305 $58,000
Q3 2018

Nov 01, 2018
BUY
N/A
56 Added 90.32%
118 $25,000
Q2 2018

Aug 14, 2018
SELL
N/A
-178 Reduced 74.17%
62 $14,000
Q1 2018

Apr 12, 2018
SELL
N/A
-11 Reduced 4.38%
240 $52,000
Q3 2017

Nov 14, 2017
BUY
N/A
251
251 $51,000

Others Institutions Holding IJK

# of Institutions
973
Shares Held
70.6M
Call Options Held
4.2K
Put Options Held
800
View Full List

About ISHARES S&P MIDCAP 400 GROWTH

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