Valeo Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Valeo Financial Advisors, LLC
- $3.81 Billion
- Q3 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 2,093,376 shares of IJR stock, worth $261 Million. This represents 6.42% of its overall portfolio holdings.
Number of Shares
2,093,376
Previous 1,988,823
5.26%
Holding current value
$261 Million
Previous $212 Million
15.42%
% of portfolio
6.42%
Previous 6.07%
Shares
30 transactions
Others Institutions Holding IJR
# of Institutions
2,566Shares Held
500MCall Options Held
1.04MPut Options Held
671K-
Northwestern Mutual Wealth Management CO36.3MShares$4.54 Billion3.79% of portfolio
-
Bank Of America Corp Charlotte, NC31MShares$3.87 Billion0.31% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.33 Billion0.16% of portfolio
-
Envestnet Asset Management Inc17.8MShares$2.22 Billion0.69% of portfolio
-
Wells Fargo & Company San Francisco, CA16.1MShares$2.02 Billion0.44% of portfolio