Valeo Financial Advisors, LLC Ishares Russell 1000 Gr ETF Transaction History
Valeo Financial Advisors, LLC
- $4.3 Billion
- Q2 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Russell 1000 Gr ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 32,272 shares of IWF stock, worth $15.1 Million. This represents 0.32% of its overall portfolio holdings.
Number of Shares
32,272
Previous 30,763
4.91%
Holding current value
$15.1 Million
Previous $13 Million
5.63%
% of portfolio
0.32%
Previous 0.04%
Shares
34 transactions
Others Institutions Holding IWF
# of Institutions
2,586Shares Held
207MCall Options Held
482KPut Options Held
122K-
Bank Of America Corp Charlotte, NC29.2MShares$13.7 Billion0.93% of portfolio
-
Morgan Stanley New York, NY27.4MShares$12.8 Billion0.78% of portfolio
-
Goldman Sachs Group Inc New York, NY9.58MShares$4.48 Billion0.58% of portfolio
-
Jpmorgan Chase & CO New York, NY6.81MShares$3.18 Billion0.19% of portfolio
-
Ubs Group Ag6.02MShares$2.82 Billion0.46% of portfolio