Valeo Financial Advisors, LLC Ishares Russell Mid Cap Growth Transaction History
Valeo Financial Advisors, LLC
- $3.49 Billion
- Q2 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 13,508 shares of IWP stock, worth $1.58 Million. This represents 0.04% of its overall portfolio holdings.
Number of Shares
13,508
Previous 13,450
0.43%
Holding current value
$1.58 Million
Previous $1.54 Million
2.93%
% of portfolio
0.04%
Previous 0.05%
Shares
23 transactions
Others Institutions Holding IWP
# of Institutions
1,071Shares Held
104MCall Options Held
63.5KPut Options Held
1.4K-
Tiaa, Fsb St. Louis, MO11.2MShares$1.32 Billion3.93% of portfolio
-
Morgan Stanley New York, NY10.8MShares$1.27 Billion0.09% of portfolio
-
Bank Of America Corp Charlotte, NC6.25MShares$732 Million0.06% of portfolio
-
Wells Fargo & Company San Francisco, CA5.09MShares$596 Million0.14% of portfolio
-
Tiaa Trust, National Association Charlotte, NC4.27MShares$501 Million1.46% of portfolio