Valeo Financial Advisors, LLC Ishares Tr Transaction History

Valeo Financial Advisors, LLC

  • $3.34 Billion
  • Q1 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 6,559 shares of IYR stock, worth $573,715. This represents 0.02% of its overall portfolio holdings.

Number of Shares
6,559
Previous 6,559 -0.0%
Holding current value
$573,715
Previous $589,000 -0.0%
% of portfolio
0.02%
Previous 0.01%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 19, 2024
SELL
$85.32 - $92.22 $42,062 - $45,464
-493 Reduced 6.99%
6,559 $589,000
Q4 2023

Jan 29, 2024
SELL
$73.28 - $92.46 $25,941 - $32,730
-354 Reduced 4.78%
7,052 $644,000
Q3 2023

Oct 19, 2023
BUY
$77.12 - $89.86 $9,640 - $11,232
125 Added 1.72%
7,406 $578,000
Q2 2023

Jul 14, 2023
BUY
$80.51 - $86.54 $58,047 - $62,395
721 Added 10.99%
7,281 $630,000
Q1 2023

Apr 17, 2023
SELL
$78.73 - $95.24 $14,171 - $17,143
-180 Reduced 2.67%
6,560 $556,000
Q4 2022

Feb 09, 2023
BUY
$82.26 - $89.17 $68,604 - $74,367
834 Added 14.12%
6,740 $567,000
Q3 2022

Oct 31, 2022
SELL
N/A
-444 Reduced 6.99%
5,906 $481,000
Q2 2022

Aug 03, 2022
BUY
N/A
452 Added 7.66%
6,350 $584,000
Q1 2022

Apr 28, 2022
SELL
N/A
-5 Reduced 0.08%
5,898 $638,000
Q4 2021

Jan 07, 2022
BUY
N/A
23 Added 0.39%
5,903 $686,000
Q3 2020

Oct 28, 2020
SELL
N/A
-197 Reduced 3.24%
5,880 $469,000
Q2 2020

Jul 20, 2020
BUY
N/A
155 Added 2.62%
6,077 $479,000
Q1 2020

Apr 13, 2020
BUY
N/A
772 Added 14.99%
5,922 $467,000
Q3 2019

Oct 15, 2019
SELL
N/A
-133 Reduced 2.52%
5,150 $482,000
Q2 2019

Jul 10, 2019
SELL
N/A
-152 Reduced 2.8%
5,283 $461,000
Q1 2019

Apr 12, 2019
BUY
N/A
433 Added 8.66%
5,435 $473,000
Q4 2018

Jan 30, 2019
SELL
N/A
-35 Reduced 0.69%
5,002 $375,000
Q4 2017

Feb 09, 2018
SELL
N/A
-895 Reduced 15.09%
5,037 $408,000
Q3 2017

Nov 14, 2017
BUY
N/A
5,932
5,932 $474,000

Others Institutions Holding IYR

# of Institutions
550
Shares Held
51.2M
Call Options Held
7.14M
Put Options Held
6.54M
View Full List

About ISHARES TR

IYR Quotes by TradingView
  • Ticker IYR
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IYR
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