Valeo Financial Advisors, LLC Ishares Core S&P Sm Cap ETF Transaction History
Valeo Financial Advisors, LLC
- $4.33 Billion
- Q1 2025
A detailed history of Valeo Financial Advisors, LLC transactions in Ishares Core S&P Sm Cap ETF stock. As of the latest transaction made, Valeo Financial Advisors, LLC holds 2,221,754 shares of IJR stock, worth $247 Million. This represents 5.36% of its overall portfolio holdings.
Number of Shares
2,221,754
Previous 2,131,099
4.25%
Holding current value
$247 Million
Previous $246 Million
5.38%
% of portfolio
5.36%
Previous 6.19%
Shares
32 transactions
Others Institutions Holding IJR
# of Institutions
2,822Shares Held
548MCall Options Held
533KPut Options Held
389K-
Northwestern Mutual Wealth Management CO39.1MShares$4.33 Billion3.37% of portfolio
-
Bank Of America Corp Charlotte, NC33MShares$3.66 Billion0.28% of portfolio
-
Morgan Stanley New York, NY18.7MShares$2.08 Billion0.14% of portfolio
-
Envestnet Asset Management Inc17.8MShares$1.98 Billion0.62% of portfolio
-
Wells Fargo & Company San Francisco, CA17.1MShares$1.9 Billion0.42% of portfolio