Valeo Financial Advisors, LLC Ishares Russell Midcap Value E Transaction History
Valeo Financial Advisors, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Russell Midcap Value E stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 3,702 shares of IWS stock, worth $491,884. This represents 0.01% of its overall portfolio holdings.
Number of Shares
3,702
Previous 3,725
0.62%
Holding current value
$491,884
Previous $492,000
2.85%
% of portfolio
0.01%
Previous 0.01%
Shares
30 transactions
Others Institutions Holding IWS
# of Institutions
978Shares Held
95.6MCall Options Held
36.4KPut Options Held
1.6K-
Tiaa, Fsb St. Louis, MO12.9MShares$1.72 Billion5.15% of portfolio
-
Jones Financial Companies Lllp9.32MShares$1.24 Billion1.15% of portfolio
-
Morgan Stanley New York, NY7.96MShares$1.06 Billion0.08% of portfolio
-
Us Bancorp \De\4.25MShares$565 Million0.73% of portfolio
-
Wells Fargo & Company San Francisco, CA3.83MShares$509 Million0.12% of portfolio