Valeo Financial Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History

Valeo Financial Advisors, LLC

$3.97 Billion
Q4 2024

A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Tr Broad Usd Inbd Etfv stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 31,416 shares of USIG stock, worth $1.6 Million. This represents 0.04% of its overall portfolio holdings.

Number of Shares

31,416

Previous 30,789 2.04%

Holding current value

$1.6 Million

Previous $1.62 Million 2.41%

% of portfolio

0.04%

Previous 0.04%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	$50.14 - $52.56 $31,437 - $32,955	627 Added 2.04%	31,416 $1.58 Million
Q3 2024 Oct 10, 2024	BUY	$49.82 - $52.8 $37,962 - $40,233	762 Added 2.54%	30,789 $1.62 Million
Q2 2024 Jul 10, 2024	SELL	$49.21 - $50.7 $90,005 - $92,730	-1,829 Reduced 5.74%	30,027 $1.51 Million
Q1 2024 Apr 25, 2024	BUY	$50.05 - $51.32 $98,398 - $100,895	1,966 Added 6.58%	31,856 $1.62 Million
Q1 2024 Apr 19, 2024	SELL	$50.05 - $51.32 $7,957 - $8,159	-159 Reduced 0.53%	29,890 $1.52 Million
Q4 2023 Jan 29, 2024	BUY	$46.72 - $51.48 $48,355 - $53,281	1,035 Added 3.57%	30,049 $1.54 Million
Q3 2023 Oct 19, 2023	BUY	$48.03 - $50.28 $29,250 - $30,620	609 Added 2.14%	29,014 $1.39 Million
Q2 2023 Jul 14, 2023	BUY	$49.44 - $51.04 $14,387 - $14,852	291 Added 1.04%	28,405 $1.42 Million
Q1 2023 Apr 17, 2023	BUY	$49.01 - $51.53 $18,476 - $19,426	377 Added 1.36%	28,114 $1.42 Million
Q4 2022 Feb 09, 2023	BUY	$46.74 - $50.68 $1.3 Million - $1.41 Million	27,737 New	27,737 $1.36 Million

Others Institutions Holding USIG

# of Institutions

464

Shares Held

177M

Call Options Held

21.4K

Put Options Held

View Full List

About ISHARES TR BROAD USD INBD ETFV

Ticker USIG
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Valeo Financial Advisors, LLC Ishares Tr Broad Usd Inbd Etfv Transaction History