Valeo Financial Advisors, LLC Ishares Tr Russell 200 Growth Transaction History

Valeo Financial Advisors, LLC

$3.81 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2019 Oct 15, 2019	SELL	$86.45 - $88.64 $31,122 - $31,910	-360 Closed	0 $0
Q1 2018 Apr 12, 2018	BUY	N/A	360 New	360 $27,000

Others Institutions Holding IWY

# of Institutions

529

Shares Held

49.9M

Call Options Held

12.3K

Put Options Held

5.1K

Tiaa Trust, National Association Charlotte, NC

6.55M
Shares

$1.54 Billion
4.33% of portfolio
Tiaa, Fsb St. Louis, MO

5.94M
Shares

$1.4 Billion
3.41% of portfolio
Envestnet Portfolio Solutions, Inc. Berwyn, PA

5.24M
Shares

$1.23 Billion
4.13% of portfolio
First Citizens Bank & Trust CO

5.01M
Shares

$1.18 Billion
16.88% of portfolio
Ameriprise Financial Inc Minneapolis, MN

2.06M
Shares

$483 Million
0.12% of portfolio

About ISHARES TR RUSSELL 200 GROWTH

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