A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Russell 2000 ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 90,524 shares of IWM stock, worth $20.1 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
90,524
Previous 90,314 0.23%
Holding current value
$20.1 Million
Previous $18.3 Million 9.13%
% of portfolio
0.52%
Previous 0.52%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024

BUY
$200.87 - $224.6 $42,182 - $47,166
210 Added 0.23%
90,524 $20 Million
Q2 2024

Jul 10, 2024

SELL
$192.84 - $209.44 $5.28 Million - $5.73 Million
-27,364 Reduced 23.25%
90,314 $18.3 Million
Q1 2024

Apr 25, 2024

BUY
$189.48 - $210.3 $8,716 - $9,673
46 Added 0.04%
117,678 $24.7 Million
Q1 2024

Apr 19, 2024

SELL
$189.48 - $210.3 $1.34 Million - $1.48 Million
-7,046 Reduced 5.65%
117,632 $24.7 Million
Q4 2023

Jan 29, 2024

SELL
$162.21 - $204.82 $231,473 - $292,278
-1,427 Reduced 1.13%
124,678 $25 Million
Q3 2023

Oct 19, 2023

SELL
$174.36 - $198.71 $68,872 - $78,490
-395 Reduced 0.31%
126,105 $22.3 Million
Q2 2023

Jul 14, 2023

SELL
$170.4 - $187.93 $313,195 - $345,415
-1,838 Reduced 1.43%
126,500 $23.7 Million
Q1 2023

Apr 17, 2023

BUY
$170.25 - $198.32 $1.98 Million - $2.31 Million
11,629 Added 9.96%
128,338 $22.9 Million
Q4 2022

Feb 09, 2023

BUY
$166.81 - $188.05 $3.62 Million - $4.08 Million
21,702 Added 22.84%
116,709 $20.3 Million
Q3 2022

Oct 31, 2022

BUY
$164.17 - $201.07 $625,487 - $766,076
3,810 Added 4.18%
95,007 $15.7 Million
Q2 2022

Aug 03, 2022

SELL
$163.9 - $207.91 $2.25 Million - $2.85 Million
-13,713 Reduced 13.07%
91,197 $15.4 Million
Q1 2022

Apr 28, 2022

BUY
$191.52 - $225.32 $4.26 Million - $5.02 Million
22,264 Added 26.94%
104,910 $17.9 Million
Q4 2021

Jan 07, 2022

SELL
$212.12 - $242.56 $672,844 - $769,400
-3,172 Reduced 3.7%
82,646 $18.4 Million
Q3 2021

Nov 02, 2021

BUY
$211.73 - $231.39 $684,734 - $748,315
3,234 Added 3.92%
85,818 $18.8 Million
Q2 2021

Jul 22, 2021

SELL
$211.85 - $232.89 $31 Million - $34.1 Million
-146,393 Reduced 63.93%
82,584 $18.9 Million
Q1 2021

Apr 12, 2021

SELL
$193.5 - $234.42 $399,190 - $483,608
-2,063 Reduced 0.89%
228,977 $50.6 Million
Q4 2020

Feb 11, 2021

BUY
$152.18 - $199.14 $21.6 Million - $28.3 Million
141,979 Added 159.42%
231,040 $45.3 Million
Q3 2020

Oct 28, 2020

SELL
$139.07 - $158.46 $2.99 Million - $3.41 Million
-21,510 Reduced 19.45%
89,061 $13.3 Million
Q2 2020

Jul 20, 2020

BUY
$104.62 - $153.09 $2.45 Million - $3.58 Million
23,397 Added 26.84%
110,571 $13.2 Million
Q1 2020

Apr 13, 2020

SELL
$99.9 - $169.53 $562,137 - $953,945
-5,627 Reduced 6.06%
87,174 $10.8 Million
Q4 2019

Jan 24, 2020

BUY
$146.46 - $166.68 $56,240 - $64,005
384 Added 0.42%
92,801 $15.4 Million
Q3 2019

Oct 15, 2019

BUY
$144.85 - $157.9 $214,812 - $234,165
1,483 Added 1.63%
92,417 $14 Million
Q2 2019

Jul 10, 2019

BUY
$145.86 - $160.71 $246,795 - $271,921
1,692 Added 1.9%
90,934 $14.1 Million
Q1 2019

Apr 12, 2019

SELL
$132.25 - $158.24 $406,404 - $486,271
-3,073 Reduced 3.33%
89,242 $13.7 Million
Q4 2018

Jan 30, 2019

BUY
$125.88 - $166.33 $1.68 Million - $2.22 Million
13,329 Added 16.88%
92,315 $12.4 Million
Q3 2018

Nov 01, 2018

BUY
$164.2 - $173.02 $828,389 - $872,885
5,045 Added 6.82%
78,986 $11.8 Million
Q2 2018

Aug 14, 2018

BUY
$148.13 - $169.97 $434,761 - $498,861
2,935 Added 4.13%
73,941 $12.3 Million
Q1 2018

Apr 12, 2018

BUY
$145.44 - $159.96 $196,344 - $215,946
1,350 Added 1.94%
71,006 $10.8 Million
Q4 2017

Feb 09, 2018

BUY
$145.63 - $154.3 $2.97 Million - $3.15 Million
20,401 Added 41.42%
69,656 $10.6 Million
Q3 2017

Nov 15, 2017

BUY
$144.61 - $148.18 $95,297 - $97,650
659 Added 1.36%
49,255 $7.3 Million
Q3 2017

Nov 14, 2017

BUY
$144.61 - $148.18 $7.03 Million - $7.2 Million
48,596
48,596 $7.2 Million

Others Institutions Holding IWM

About ISHARES RUSSELL 2000 ETF


  • Ticker IWM
  • Sector ETFs
  • Industry ETFs
More about IWM
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