Valeo Financial Advisors, LLC Ishares Russell Mid Cap ETF 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 ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 25,344 shares of IWR stock, worth $2.23 Million. This represents 0.06% of its overall portfolio holdings.
Number of Shares
25,344
Previous 25,898
2.14%
Holding current value
$2.23 Million
Previous $2.18 Million
5.65%
% of portfolio
0.06%
Previous 0.07%
Shares
27 transactions
Others Institutions Holding IWR
# of Institutions
1,337Shares Held
341MCall Options Held
126KPut Options Held
14.1K-
Bank Of America Corp Charlotte, NC58.5MShares$5.15 Billion0.42% of portfolio
-
Jones Financial Companies Lllp41.3MShares$3.63 Billion3.87% of portfolio
-
Wells Fargo & Company San Francisco, CA33.4MShares$2.94 Billion0.67% of portfolio
-
Us Bancorp \De\21.2MShares$1.87 Billion2.36% of portfolio
-
Pnc Financial Services Group, Inc. Pittsburgh, PA13.7MShares$1.21 Billion0.74% of portfolio