Valeo Financial Advisors, LLC Ishares Russell Mid Cap Growth Transaction History

Valeo Financial Advisors, LLC

  • $3.97 Billion
  • Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Russell Mid Cap Growth stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 14,190 shares of IWP stock, worth $1.71 Million. This represents 0.05% of its overall portfolio holdings.

Number of Shares
14,190
Previous 14,288 0.69%
Holding current value
$1.71 Million
Previous $1.68 Million 7.34%
% of portfolio
0.05%
Previous 0.04%

Shares

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

Jan 30, 2025
SELL
$116.4 - $138.52 $11,407 - $13,574
-98 Reduced 0.69%
14,190 $1.8 Million
Q3 2024

Oct 10, 2024
BUY
$103.87 - $117.59 $81,018 - $91,720
780 Added 5.77%
14,288 $1.68 Million
Q2 2024

Jul 10, 2024
BUY
$105.7 - $113.43 $6,130 - $6,578
58 Added 0.43%
13,508 $1.49 Million
Q1 2024

Apr 19, 2024
BUY
$100.66 - $114.14 $18,521 - $21,001
184 Added 1.39%
13,450 $1.54 Million
Q4 2023

Jan 29, 2024
BUY
$85.66 - $105.12 $513 - $630
6 Added 0.05%
13,266 $1.39 Million
Q3 2023

Oct 19, 2023
BUY
$89.97 - $100.32 $911,576 - $1.02 Million
10,132 Added 323.91%
13,260 $1.21 Million
Q2 2023

Jul 14, 2023
SELL
$87.72 - $96.63 $51,053 - $56,238
-582 Reduced 15.69%
3,128 $302,000
Q1 2023

Apr 17, 2023
BUY
$82.89 - $94.68 $17,738 - $20,261
214 Added 6.12%
3,710 $337,000
Q4 2022

Feb 09, 2023
SELL
$77.4 - $89.88 $267,339 - $310,445
-3,454 Reduced 49.7%
3,496 $292,000
Q3 2022

Oct 31, 2022
BUY
$78.02 - $94.38 $234 - $283
3 Added 0.04%
6,950 $545,000
Q2 2022

Aug 03, 2022
SELL
$75.41 - $102.47 $28,957 - $39,348
-384 Reduced 5.24%
6,947 $550,000
Q1 2022

Apr 28, 2022
BUY
$89.52 - $114.03 $44,312 - $56,444
495 Added 7.24%
7,331 $737,000
Q4 2021

Jan 07, 2022
BUY
$109.8 - $123.28 $14,164 - $15,903
129 Added 1.92%
6,836 $788,000
Q3 2021

Nov 02, 2021
SELL
$109.39 - $119.47 $37,411 - $40,858
-342 Reduced 4.85%
6,707 $752,000
Q2 2021

Jul 22, 2021
BUY
$99.98 - $113.73 $400,019 - $455,033
4,001 Added 131.27%
7,049 $798,000
Q1 2021

Apr 12, 2021
SELL
$96.94 - $112.05 $114,873 - $132,779
-1,185 Reduced 27.99%
3,048 $311,000
Q4 2020

Feb 11, 2021
BUY
$86.54 - $104.78 $198,176 - $239,946
2,290 Added 117.86%
4,233 $434,000
Q3 2020

Oct 28, 2020
SELL
$79.56 - $90.13 $9,069 - $10,274
-114 Reduced 5.54%
1,943 $336,000
Q1 2020

Apr 13, 2020
BUY
$52.32 - $81.58 $14,231 - $22,189
272 Added 15.24%
2,057 $271,000
Q3 2019

Oct 15, 2019
SELL
$70.16 - $72.24 $4,209 - $4,334
-60 Reduced 3.25%
1,785 $252,000
Q1 2019

Apr 12, 2019
BUY
N/A
410 Added 28.57%
1,845 $250,000
Q4 2018

Jan 30, 2019
BUY
N/A
166 Added 13.08%
1,435 $163,000
Q3 2018

Nov 01, 2018
BUY
N/A
267 Added 26.65%
1,269 $155,000
Q2 2018

Aug 14, 2018
BUY
N/A
211 Added 26.68%
1,002 $131,000
Q3 2017

Nov 14, 2017
BUY
N/A
791
791 $89,000

Others Institutions Holding IWP

# of Institutions
1,226
Shares Held
116M
Call Options Held
84.8K
Put Options Held
13.5K
View Full List

About ISHARES RUSSELL MID-CAP GROWTH

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