Valeo Financial Advisors, LLC Ishares Tr Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Tr stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 3,376 shares of IYH stock, worth $202,019. This represents 0.01% of its overall portfolio holdings.

Number of Shares
3,376
Previous 3,370 0.18%
Holding current value
$202,019
Previous $206,000 6.31%
% of portfolio
0.01%
Previous 0.01%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 10, 2024
BUY
$60.29 - $66.38 $361 - $398
6 Added 0.18%
3,376 $219,000
Q2 2024

Jul 10, 2024
BUY
$58.05 - $61.75 $195,628 - $208,097
3,370 New
3,370 $206,000
Q2 2021

Jul 22, 2021
SELL
$251.53 - $273.61 $105,391 - $114,642
-419 Closed
0 $0
Q2 2020

Jul 20, 2020
SELL
$180.66 - $222.47 $4,155 - $5,116
-23 Reduced 5.2%
419 $90,000
Q1 2020

Apr 13, 2020
BUY
$158.63 - $221.56 $26,649 - $37,222
168 Added 61.31%
442 $88,000
Q2 2019

Jul 10, 2019
SELL
$180.7 - $197.36 $26,924 - $29,406
-149 Reduced 35.22%
274 $53,000
Q3 2018

Nov 01, 2018
BUY
$178.76 - $202.9 $3,932 - $4,463
22 Added 5.49%
423 $80,000
Q3 2017

Nov 14, 2017
BUY
$170.7 - $171.86 $68,450 - $68,915
401
401 $69,000

Others Institutions Holding IYH

# of Institutions
550
Shares Held
23.5M
Call Options Held
26K
Put Options Held
500
View Full List

About ISHARES TR

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