Valeo Financial Advisors, LLC Ishares Tr Us Tech Breakthroug Transaction History

Valeo Financial Advisors, LLC

$4.33 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2020 Feb 11, 2021	SELL	$30.69 - $35.46 $5,125 - $5,921	-167 Closed	0 $0
Q2 2020 Jul 20, 2020	BUY	$21.54 - $29.29 $3,597 - $4,891	167 New	167 $5,000

Others Institutions Holding TECB

# of Institutions

77

Shares Held

5.69M

Call Options Held

0

Put Options Held

0

Financial Engines Advisors L.L.C. Santa Clara, CA

4.48M
Shares

$226 Million
0.5% of portfolio
Bank Of America Corp Charlotte, NC

330K
Shares

$16.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

137K
Shares

$6.91 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

101K
Shares

$5.06 Million
0.0% of portfolio
Valley National Advisers Inc

49.4K
Shares

$2.49 Million
0.44% of portfolio

About ISHARES TR US TECH BREAKTHROUG

Ticker TECB
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