Valeo Financial Advisors, LLC Ishares Russell 3000 ETF Transaction History

Valeo Financial Advisors, LLC

  • $3.34 Billion
  • Q1 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Russell 3000 ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 14,545 shares of IWV stock, worth $4.49 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
14,545
Previous 14,545 -0.0%
Holding current value
$4.49 Million
Previous $4.36 Million -0.0%
% of portfolio
0.13%
Previous 0.05%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 29, 2024
BUY
$234.36 - $274.87 $47,340 - $55,523
202 Added 1.41%
14,545 $3.98 Million
Q3 2023

Oct 19, 2023
BUY
$243.9 - $263.56 $3.5 Million - $3.78 Million
14,343 New
14,343 $3.51 Million
Q2 2021

Jul 22, 2021
SELL
N/A
-388 Closed
0 $0
Q4 2020

Feb 11, 2021
BUY
N/A
266 Added 218.03%
388 $87,000
Q3 2020

Oct 28, 2020
SELL
N/A
-22 Reduced 15.28%
122 $24,000
Q2 2020

Jul 20, 2020
SELL
N/A
-20 Reduced 12.2%
144 $26,000
Q1 2019

Apr 12, 2019
BUY
N/A
42 Added 34.43%
164 $27,000
Q3 2018

Nov 01, 2018
BUY
N/A
77 Added 171.11%
122 $19,000
Q3 2017

Nov 14, 2017
BUY
N/A
45
45 $7,000

Others Institutions Holding IWV

# of Institutions
803
Shares Held
25.2M
Call Options Held
24.2K
Put Options Held
10.5K
View Full List

About ISHARES RUSSELL 3000 ETF

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