Valeo Financial Advisors, LLC Ishares Tr Transaction History

Valeo Financial Advisors, LLC

  • $3.81 Billion
  • Q3 2024

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 09, 2023
SELL
$109.74 - $110.1 $1.37 Million - $1.37 Million
-12,465 Reduced 63.32%
7,221 $793,000
Q3 2022

Oct 31, 2022
BUY
$109.92 - $110.13 $2.16 Million - $2.17 Million
19,686 New
19,686 $2.17 Million
Q2 2021

Jul 22, 2021
SELL
$110.48 - $110.53 $32,039 - $32,053
-290 Closed
0 $0
Q4 2020

Feb 11, 2021
SELL
$110.51 - $110.7 $49,508 - $49,593
-448 Reduced 60.7%
290 $32,000
Q3 2020

Oct 28, 2020
SELL
$110.7 - $110.74 $12,287 - $12,292
-111 Reduced 13.07%
738 $82,000
Q2 2020

Jul 20, 2020
BUY
$110.71 - $110.94 $9,410 - $9,429
85 Added 11.13%
849 $94,000
Q1 2020

Apr 13, 2020
BUY
$110.45 - $111.07 $2,871 - $2,887
26 Added 3.52%
764 $85,000
Q4 2019

Jan 24, 2020
BUY
$110.39 - $110.72 $23,954 - $24,026
217 Added 41.65%
738 $82,000
Q3 2019

Oct 15, 2019
SELL
$110.45 - $110.67 $12,039 - $12,063
-109 Reduced 17.3%
521 $58,000
Q2 2019

Jul 10, 2019
SELL
$110.35 - $110.67 $175,346 - $175,854
-1,589 Reduced 71.61%
630 $70,000
Q1 2019

Apr 12, 2019
BUY
$110.31 - $110.57 $244,777 - $245,354
2,219 New
2,219 $245,000

Others Institutions Holding SHV

# of Institutions
727
Shares Held
103M
Call Options Held
3.8K
Put Options Held
0
View Full List

About ISHARES TR

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